MassMutual financial professional.

Jacob Morenoemail

Jacob Morenoemail


Capital Strategies

807 Las Cimas Pkwy, Building 2, Suite 275
Austin, TX 78746

Professional Story

My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. 

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

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.

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC. (www.sipc.org) Supervisory address:807 Las Cimas Pkwy Bldg. 2, Suite 275 Austin TX, 78746 512-346-6020.

Education

University of Texas at Austin

Hobbies

Ultra Marathons, Discgolf, Overlanding


Languages: English


Specialties:Business Owners, Military, Investment Strategies, Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Financial Education, Financial Planning


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