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VERIFIED COMPANY DOSSIER

Jacques Financial, LLC

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Jacques Financial is family owned and operated by three generations of Certified Public Accountants, financial advisors, and an attorney dedicated to providing financial services to individuals and families. Whether you are preparing for retirement, saving for college, or managing your estate, our personalized service focuses on you and your family. Services include: Financial Planning, Wealth Management, Investment Advising, Money Management, Tax Planning and Tax Preparation, Estate Planning and Estate Preparation, Will Preparation, and Risk Management. Securities offered through Jacques Financial, LLC (JFLLC) a Broker-Dealer, Member FINRA/SIPC. Advisory services offered through Jacques Advisors, LLC an affiliate of JFLLC. Insurance services offered through Jacques Wealth, LLC an affiliate of JFLLC. Tax services offered through Jacques & Associates CPAs, LLC an affiliate of JFLLC.

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Jacques Financial is family owned and operated by three generations of Certified Public Accountants, financial advisors, and an attorney dedicated to providing financial services to individuals and families. Whether you are preparing for retirement, saving for college, or managing your estate, our personalized service focuses on you and your family. Services include: Financial Planning, Wealth Management, Investment Advising, Money Management, Tax Planning and Tax Preparation, Estate Planning and Estate Preparation, Will Preparation, and Risk Management. Securities offered through Jacques Financial, LLC (JFLLC) a Broker-Dealer, Member FINRA/SIPC. Advisory services offered through Jacques Advisors, LLC an affiliate of JFLLC. Insurance services offered through Jacques Wealth, LLC an affiliate of JFLLC. Tax services offered through Jacques & Associates CPAs, LLC an affiliate of JFLLC.

Primary SectorFinancial Services
Workforce Size1-10 Employees
Global HQRockville, United States
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Privately Held
Founded
1978
Employee Bracket
1-10
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
1700 E Gude Dr Maryland Rockville
City
Rockville
Region / State
Maryland
Postal Code
20850
Country
United States

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainjacquesfinancial.com
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LinkedIn NetworkActive Profile
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Frequently Asked Questions

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