C-1561-1536446500
Matt Jacob
Certification in Progress
CPA, Enrolled Agent, or Tax Professional
(315) 440-3372
ABOUT Matt Jacob
Designations
CFP® - Certified Financial Planner
Qualifications
Licensed - Yes
License No -
License Type - Securities & Insurance
CNY Center for Wealth Management and Financial Planning
16 Orangewood Drive
Liverpool, NY 13090
P: (315) 622-4700
F: (315) 546-2626
www.cnycenter4wealth.com
Services Offered
College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management
Mortgages
Business Consulting
Financial Aid
FAFSA Review
Meetings Offered
My Office
Workplace
Home Visits
Over Phone
Webmeetings
Availability
Mornings
Afternoons
Evenings
Weekends
Disclosures