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Jacob (Jake) Meola

Financial Services Executive

Biography

Preparing for the next step in life isn’t always easy.

I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

Education

Rutgers University- Mason Gross School of the Arts (2007-2011)

Hobbies

Hiking
Lego building
Singing
Fine arts

Focus Areas

  • Insurance Strategies
  • Retirement Strategies
  • College Funding Strategies
  • Financial Education
  • Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)
  • Risk Management Strategies

Languages

  • English

Set-up an Appointment

CRN202207-267436

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