Title: Financial Advisor
Company: Jacques Financial LLC
Location: Rockville, Maryland, United States
Joseph W. Jacques, CPA, CFP, financial planner at Jacques Financial LLC, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in financial advisory services.
Mr. Jacques is a highly accomplished certified public accountant and investment advisor with a wealth of experience in the financial industry. Having initially earned a Bachelor of Science in accounting from Bloomsburg University and an Associate of Arts in accounting from Northampton Community College, he is registered in the state of Maryland as a certified financial planner. Throughout his career, Mr. Jacques has been recognized for his expertise, having had his achievements highlighted in such publications as Forbes and Barron’s.
With an unwavering desire to help families achieve their financial goals, Mr. Jacques found his calling in the accounting and investment field. After working part-time as a tax preparer while employed by the U.S. General Accounting Office, he made the decision to pursue tax preparation full-time and subsequently entered the investment side of the business. In the years that followed, he has dedicated himself to understanding his clients’ needs and placing them in the right investments to help them accomplish their savings, college funding, and retirement objectives.
As a dedicated family man, Mr. Jacques finds joy in spending time with his loved ones, and he cherishes the time he can devote to his wonderful children and grandchildren. He is also actively involved in his community, having been appointed as the president of the Avery Forest Homeowners Association in Rockville. Mr. Jacques has also been recruited as a member of the board of directors for the Yellow Ribbon Fund.
Looking towards the future, Mr. Jacques envisions his business continuing to thrive, with his son Jeremy Jacques gradually handling more responsibilities. He plans to reduce his working schedule while transitioning his business to the next generation to ensure the firm’s growth and longevity. In his personal life, Mr. Jacques plans to travel and enjoy quality time with his family during his golden years.
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