Jake M. McNeil

Financial Advisor


Professional Story

Insurance Strategies, Retirement Strategies, Risk Management Strategies, Financial Education, Estate Planning, Business Succession Planning, Charitable Giving, College Funding Strategies, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Business Owners, Retirement Income Planning


Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

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Personal Story

Mott Community College Associates of Science, Business Administration and Management (2009-2013)
Oakland Community College Associates of Science is Business Management, Administration and Management (2013-2014)
Oakland University Bachelor of Finance (2014-2017)

Chasing waterfalls or anything outdoors

Boy Scouts of America Eagle Scout

Oakland Hope Food Pantry and Thrift Store Volunteer, Detroit Sand Bagger, D.R.A.W. Shipping Container Repurposer, Ortonville Community Home Friend
Adopt-A-Highway Litter Removal Service of America
Baldwin Center: Pontiac Soup Kitchen Server

Clarkston Satellite Office - Planned Financial Services

5980 S. Main St, Suite 100 Clarkston, MI 48346
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Clarkston Satellite Office - Planned Financial Services Office