Jacobs Financial Partners LLC Employee Directory
Financial ServicesConnecticut, United States2-10 Employees
Jacobs Financial Partners LLC is a financial services firm that provides comprehensive financial planning and investment management services. Based in Glastonbury, Connecticut, the firm serves a diverse client base that includes corporate executives, business owners, non-profits, families, and individuals, aiming to help them manage finances and align investment strategies with their goals. As an investment adviser representative, the company offers securities and advisory services through Cetera Advisor Networks LLC, a registered broker-dealer and investment adviser. The practice operates with a small team under the leadership of Frank P. Zocco, Jr, CFP, and maintains its presence at its Glastonbury location. This positions Jacobs Financial Partners within a broader financial services ecosystem that includes large, established firms, while focusing on personalized financial guidance for its clients.