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Financial Planning

Graphic displaying four smaller circles that are connected to one larger circle with the words "Education", "Retirement", "Investing", "Insurance + Risk", "Jacques Financial & Your Family".

Whether you are interested in building wealth, preserving your assets, or protecting your family, Jacques Financial offers a comprehensive range of financial services and investment options that are designed to help clients secure, maintain, and improve their financial lives.

Our services include actively managed investment accounts, mutual funds, tax deferred annuities, 529 college savings plans, tax - free bonds, and a variety of risk management products such as life and long-term care insurance.