MassMutual financial professional.

Jacob Schafferemail

The Eppy Group

501 E. Las Olas Blvd Suite 300
Fort Lauderdale, FL 33301

  • Professional Story

    I offer total financial needs analysis, including access to trust services, through a network of experienced
    professionals with detailed knowledge in:

    • Advisory Services
    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies

    I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

    Education

    University of Wisconsin-Madison (2016-2020)

  • Languages:
    • English
    • Spanish

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Financial Education
    • Estate Planning
    • Business Succession Planning
    • Group Benefits
    • College Funding Strategies
    • Retirement Strategies
    • Retirement Income Planning
    • Business Owners
    • LGBTQ

Check the background of this investment professional on FINRA’s BrokerCheck

See Jacob’s Licenses and Disclosures

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