Overview
Employees
11-50 employees
Headquarters
Rockville, MD
Category
Your Integrated Individual Approach
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 and SIPC. Certain associates of Joseph W. Jacques, CPA, CFP TM are registered representatives of JFLLC. Joseph W. Jacques, CPA, CFP TM and JFLLC are affiliated. Investment advisory services are offered through Jacques Advisors, LLC, an affiliate of JFLLC. Tax services are offered through Jacques & Associates Certified Public Accountants, LLC an affiliate of JFLLC. Jacques Financial, LLC operates as a brokerage firm. The Company focuses on the business of buying and selling securities such as stocks, bonds, mutual funds, and certain other investment products. Jacques Financial conducts business in the United States.
