Jacob Kinney
FIC
State(s) Licensed: CA Insurance Lic. #4099641, CT, FL, IN, MA, MD, ME, MI, NC, PA, VA, VT
71 Raymond Rd
West Hartford, CT 06107
State(s) Licensed: CA Insurance Lic. #4099641, CT, FL, IN, MA, MD, ME, MI, NC, PA, VA, VT
Partnering with individuals and families across the country, both virtually and in-person, to achieve financial clarity while protecting your loved ones and goals! Primary offices are located in West Los Angeles and Central Connecticut.
Underlying financial stress and anxiety can be a headache. I've been there before myself and know how it feels. I partner with my clients to be a resource for them to gain financial clarity, live abundantly, and give generously.
I know finances can be confusing and intimidating. Together, we will develop a strategy that helps your money work for you and on your terms.
As we partner together, I'll be an educator and a resource on key areas including:
- Retirement Planning
- 401(k) rollovers
- High Net Worth Wealth Management
- Investments & Wealth Building
- Estate & Legacy Planning
- Life Insurance, Disability Income Insurance, and Extended Care Insurance
- Retirement Income Planning
- Minimizing Taxes
- Maximizing Social Security & Pension Income
- Charitable Giving
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
West Hartford Office
- Phone:
- 860-474-3602