Jacob Kinney

FIC

Financial Associate

State(s) Licensed: CA Insurance Lic. #4099641, CT, FL, IN, MA, MD, ME, MI, NC, NH, PA, TN, VT

Phone: 860-474-3602

Address:

71 Raymond Road
West Hartford, CT 06107

State(s) Licensed: CA Insurance Lic. #4099641, CT, FL, IN, MA, MD, ME, MI, NC, NH, PA, TN, VT

Partnering with you to achieve financial clarity while protecting your goals!

Underlying financial stress and anxiety can be a headache. I've been there before myself, know how it feels. In fact, my mission is to help others gain financial peace, live abundantly and give generously.

I know finances can be confusing and intimidating. I'll provide clear, understandable and practical advice to help you experience that light bulb moment and have clarity.

Together, we can 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 areas including:

Retirement Planning
High Net Worth Wealth Management
Investments & Wealth Building
Estate Planning & Tax-Efficient Wealth Transfer
Life Insurance, Disability Income Insurance, and Extended Care Insurance
Retirement Income Planning
Minimizing Taxes
Maximizing Social Security & Pension Income
Charitable Giving

I am a Ramsey SmartVestor Pro and am honored to be part of their network of other financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. Not just anyone can be a SmartVestor Pro. To qualify, financial professionals must pass a vetting process and follow their code of conduct. SmartVestor Pros take a client-first mentality and treat you like a teammate, with a commitment to educating and empowering you.

Neither Ramsey Solutions nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.

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Locations

West Hartford Office
Santa Monica Office

West Hartford Office

Phone:: 860-474-3602

Hours

M – F: 9 a.m. – 5 p.m.

Address

71 Raymond Road
West Hartford, CT 06107

Santa Monica Office

Phone:: 424-387-3928

Hours

M – F: 9 a.m. – 5 p.m.

Address

730 Arizona Ave
Santa Monica, CA 90401