Jake M. McNeil

    Focus: Insurance Strategies, Retirement Strategies, Risk Management Strategies, Financial Education, Estate Planning, Business Succession Planning, Charitable Giving, College Funding Strategies, LGBTQ, Business Owners, Retirement Income Planning

    Languages: English

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.


    Mott Community College Associates of Science, Business Administration and Management (2009-2013)
    Oakland Community College Associates of Science is Business Management, Administration and Management (2013-2014)
    Oakland University Bachelor of Finance (2014-2017)


    chasing waterfalls or anything outdoors.

    Affiliations & Memberships

    Boy Scouts of America Eagle Scout

    Community Involvement

    Oakland Hope Food Pantry and Thrift Store Volunteer, Detroit Sand Bagger, D.R.A.W. Shipping Container Repurposer, Ortonville Community Home Friend
    Adopt-A-Highway Litter Removal Service of America
    Baldwin Center: Pontiac Soup Kitchen Server

    See Jake’s Licenses and Disclosures

    Contact Jake

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    Clarkston Satellite Office - Planned Financial Services

    Satellite Office

    5980 S. Main St Suite 100
    Clarkston, MI 48346

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