Scott J. Jacob

Credentials:
  • ChFC®
  • CLTC®

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

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

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

*Trust services offered through the MassMutual Trust Co., FSB

See Scott’s Licenses and Disclosures

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Milford Financial Group

Satellite Office

185 Plains Rd Suite 200E
Milford, CT 06461

CRN201912-180567