Jacques Financial, LLC Employee Directory
Financial ServicesMaryland, United States11-50 Employees
Jacques Financial, LLC operates in the financial services sector as a family‑owned organization guided by three generations of Certified Public Accountants, financial advisors, and an attorney. The firm offers a broad range of planning and advisory services aimed at individuals and families, including financial planning, wealth and investment management, tax planning and preparation, estate planning and will preparation, and risk management. Based in Rockville, Maryland, the company serves clients seeking support for retirement readiness, college savings, and estate management, delivering personalized service focused on the needs of individuals and their families. The business encompasses securities brokerage, advisory and insurance services through affiliated entities, reflecting a integrated approach to financial matters within a professional services framework.