JACQUES

Jacques Financial, LLC

@jacques_financial_llc

Rockville, Maryland
https://www.jacquesfinancial.com/
Financial Services

Overview

About Jacques Financial, LLC

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.

Headquarters

Rockville, Maryland

Website

https://www.jacquesfinancial.com/

Company Size

11-50 employees

Industry

Financial Services

Company Type

Privately Held

Founded

1978

Specialties

Wealth Management, Tax Preparation, Estate and Will Preparation, and Risk Management

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