
Jacob Graubergeremail
Synergy Wealth Solutions - Kansas City
Overland Park, KS 66210
Professional Story
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family’s future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
Education
Johnson County Community College (2019-2021), Missouri State University (2021-2022), Pittsburg State University (2022-2024)
Hobbies
Golfing, Camping, Scuba Diving
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Community Involvement
Lees Summit West High School Football (Chains Crew)
Languages: English
Specialties:Business Owners, Retirement Income Planning, College Funding Strategies, Retirement Strategies, Insurance Strategies, Investment Strategies, Military, Estate Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, Financial Planning, Financial Education, Student Loan Refinancing, Charitable Giving, LGBTQ
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