Jacques Financial is family owned and operated by three generations of Certified Public Accountants, financial advisors, and an attorney dedicated to providing financial services to individuals and families. Whether you are preparing for retirement, saving for college, or managing your estate, our personalized service focuses on you and your family.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Financial Planning
- Tax Preparation
- Wills and Estate Planning
- Identity Protection
Sentiment Analysis
Thorough, PATIENT, caring
Everyone at Jacques Financial is professional, extremely competent and responsive.
Extremely professional and knowledgeable as we worked through updated estate planning.
We have used them for Financial and Estate Planning which is another thing that easily got put on the back-burner year after year until they helped us keep in check!
I switched to Jacques Financial when the (very expensive) top 10 accounting firm I had used for 10 years fired me because they moved to a minimum annual charge that was way higher than what I normally paid.
I would 100% recommend to anyone for their tax related needs.
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