Jacob Longinette


    Focus: Insurance Strategies

    Languages: English

    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 pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

    I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:

    • Define your personal financial goals
    • Develop a financial strategy that can help you achieve these goals
    • Suggest suitable products and solutions based on your needs
    • Implement your strategy with products and services that help meet your needs.

     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. I am dedicated to making a difference in people’s lives.

     

     

     

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    Synergy Wealth Solutions

    Main Office

    16150 Main Circle Drive Suite 400
    Chesterfield, MO 63017-4689

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    CRN202207-267436