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Jacob DePillo

Financial Advisor

Biography

Preparing for the next step in life isn’t always easy. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:

  • Define your personal financial goals
  • Develop a financial strategy that can help you achieve these goals
  • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
  • Implement your strategy with products and services that help meet your needs.

Education

Hillsdale College (2015-2019)

Focus Areas

  • Insurance Strategies
  • Student Loan Refinancing
  • Investment Strategies (Reg. Reps Only)
  • Retirement Income Planning
  • Risk Management Strategies
  • Financial Education
  • Retirement Strategies

Languages

  • English

Coverpath - Get a quote for term life insurance
Fortuna - A digital investment platform & a dedicated financial advisor
Commonbond - Get a preferred interest rate for student loan refinancing

CRN202207-267436

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