Jacobs Financial Partners LLC is a financial services firm based in Glastonbury, Connecticut, specializing in comprehensive financial planning, investment management, and corporate retirement plans. Established in 2004, the firm is dedicated to delivering personalized financial strategies to individuals, families, corporate executives, and business owners.
Background
Founded in 2004, Jacobs Financial Partners LLC has been committed to providing tailored financial solutions that empower clients to achieve their financial goals. The firm's mission is to offer sound financial strategies that bring clarity and confidence to clients' financial lives. Operating primarily in Connecticut, Jacobs Financial Partners serves a diverse clientele, including individuals, families, corporate executives, and business owners.
Key Strategic Focus
Jacobs Financial Partners specializes in developing and managing corporate retirement plans, such as 401(k) and 403(b) plans, ensuring they align with both employer objectives and employee needs. The firm also offers comprehensive financial planning and investment management services, focusing on organizing clients' financial portfolios, leading them through complex financial decisions, and empowering them to make informed choices. By leveraging industry-leading knowledge and experience, Jacobs Financial Partners aims to address clients' most significant financial concerns.
Financials and Funding
As of the latest available data, Jacobs Financial Partners LLC reports an annual revenue of approximately $300,000 and employs a team of four professionals. The firm operates as a privately held entity, with no public records indicating external funding or investment rounds.
Leadership Team
The leadership team at Jacobs Financial Partners comprises experienced professionals dedicated to delivering personalized financial services:
- Frank Zocco, CFP®, CRPS: Serving as a Partner, Frank brings over 25 years of experience in financial planning and investment management. He holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Plans Specialist designations. Frank's expertise lies in providing innovative financial guidance and managing retirement plans for both business owners and their employees.
- Leo Palliardi, AAMS, CRPS: As a Partner, Leo has been in the financial services industry since 2001, specializing in advanced financial, investment, retirement, and tax planning. He holds the Accredited Asset Management Specialist and Certified Retirement Plans Specialist designations. Leo's background includes service as an Army Reservist and a degree from the University of Connecticut.
- John Landry, CRPC: John serves as a Partner and has been a financial advisor since 2009. He holds the Chartered Retirement Planning Counselor designation and focuses on creating simple solutions to complex financial concerns for clients. John earned his degree in Finance from the University of Rhode Island.
- Steve Choquette, CFP®: As a Financial Advisor, Steve is a CERTIFIED FINANCIAL PLANNER™ professional with a background in accounting from Bentley University. He specializes in comprehensive financial planning, including retirement, wealth management, and tax strategies.
Competitor Profile
In the financial services industry, Jacobs Financial Partners operates alongside several notable competitors:
- Hightower Advisors: A Chicago-based wealth management firm founded in 2007, Hightower Advisors offers comprehensive financial planning and investment advisory services. With assets under management exceeding $130 billion as of September 2023, the firm serves a broad clientele across the United States.
- Solomon Partners: Established in 1989, Solomon Partners is an independent investment bank headquartered in New York City. The firm provides advisory services on mergers, acquisitions, divestitures, and restructurings, catering to a diverse range of industries.
- OnDeck Capital: Founded in 2006, OnDeck Capital specializes in providing online small business loans. Utilizing proprietary software to assess loan eligibility, OnDeck offers term loans and lines of credit to small businesses across various sectors.
Strategic Collaborations and Partnerships
Jacobs Financial Partners collaborates with Cetera Advisor Networks LLC, a member of FINRA/SIPC, to offer securities and advisory services. This partnership enables the firm to provide a wide range of financial products and services to its clients.
Operational Insights
Jacobs Financial Partners differentiates itself through a personalized approach to financial planning and investment management. The firm's commitment to organizing, leading, and empowering clients sets it apart in a competitive market. By focusing on comprehensive financial strategies tailored to individual needs, Jacobs Financial Partners aims to build long-term relationships and deliver consistent value to its clients.
Strategic Opportunities and Future Directions
Looking ahead, Jacobs Financial Partners plans to expand its presence within Connecticut and potentially into neighboring regions. The firm aims to grow its client base by leveraging its expertise in corporate retirement plans and comprehensive financial planning. By staying abreast of industry trends and continuously enhancing its service offerings, Jacobs Financial Partners is well-positioned to meet the evolving needs of its clients.
Contact Information
For more information about Jacobs Financial Partners LLC and its services, please visit their official website:
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