
Jacob Marinemail
Legacy Wealth Partners - Boca Raton
350 Camino Gardens Blvd Suite 200
Boca Raton, FL 33432
Professional Story
Knowledge is the key to a successful financial future. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. With my background, experience, and commitment to providing you with the resources you need to make financial decisions, I can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. I assist clients and help them:
- Define their personal financial goals
- Develop a financial strategy that can help them achieve these goals
- Suggest suitable products and solutions based on their needs
- Implement their strategy with products and services that help meet their needs.
I am licensed to sell insurance in: AZ, GA, PA, TX
Languages:
- English
- Spanish
Specialties:
- Insurance Strategies
- Business Owners
- Military
- Retirement Income Planning
- College Funding Strategies
- Group Benefits
- Business Succession Planning
- Financial Education
- Retirement Strategies