Jacob Solomon CFP®, MBA

CONNECT

Address:

30 Two Bridges Road, Suite 320
Fairfield, NJ 07004

Phone:

973-882-7573

Fax/Other:

973-575-3245

Personal Strategies

Investment Products

•Mutual Funds
•Unit Investment Trusts
•Variable Annuities
•Direct Participation Programs
•Securities Brokerage Services

Financial Services

•Life & Disability Income Insurance Needs
•Review of Savings and Investments
•Retirement Income Needs
•Budgeting and Cash Flow Study

Tuition Funding Programs

•College Costs Analysis
•Analysis of Investment Alternatives
•Insurance and Investment Products

Retirement Products & Services

•Individual Retirement Accounts (IRAs)
•Fixed and Variable Annuities
•Retirement Needs Review
•Long Term Care Insurance

Estate Conservation

•Estate Preservation Strategies**
•Tax Reduction Strategies
•Charitable Giving

** Estate planning is accomplished by working in conjunction with the client’s tax and legal advisors.

 

 

 

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Check the background of this financial professional on FINRA's BrokerCheck