6800 Jericho Turnpike Suite 202W
Syosset, NY 11791
“I want to help educate and prepare families and businesses to achieve financial success.”
Jacob joined our team of financial professionals after spending the last two years at New York Life. During his time there he accomplished Executive Council Agent. A native of Long Island, Jacob grew up as an athlete playing hockey, eventually leading him to play internationally in countries like Canada and China at a young age. Jacob continued his hockey career where played 4 years at the University at Buffalo where he studied Psychology and Education. Jacob is driven, compassionate, and honest.
Jacob is dedicated to making a difference in people’s lives. His goal is to provide families and business owners with assistance in building their financial freedom through proper education and planning. He has the skills, knowledge, and experience required to help meet his client’s needs. His personal goal is to become a lifetime resource for each client.
I am licensed to sell Insurance Products in the following jurisdictions:
New York, New Jersey, Connecticut, Pennsylvania, Massachusetts, Maryland, South Carolina, Florida, and Virginia.
Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111‐0001, and its affiliated US insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.
University at Buffalo (2016-2019)
Golf, Ice Hockey, Music, Traveling
- Insurance Strategies
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Business Succession Planning
- Group Benefits
- Estate Planning
- Risk Management Strategies
- Business Owners
- Financial Education