Jacob Kinney
FIC
Financial Associate
State(s) Licensed: CA Insurance Lic. #4099641, CT, FL, IN, MA, MD, ME, MI, NC, NH, NY, PA, VA
Phone: 860-474-3602
Address:
71 Raymond Rd
West Hartford, CT 06107
State(s) Licensed: CA Insurance Lic. #4099641, CT, FL, IN, MA, MD, ME, MI, NC, NH, NY, PA, VA
Partnering with you to provide highly customizable, purpose-based financial advice and guidance that follows your lead.
As we partner together, I'll be an educator and a resource on key areas of your comprehensive plan including:
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Tax Planning
- Cash Flow Management
- Goal Planning
- Debt Management
- Risk Management
- Charitable Giving
Use the link in the upper right corner to start building your plan today!
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
Hours
M – F: 9 a.m. – 5 p.m.