portrait of Steve Jakubowski

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • New Investors
  • Military Professionals & Veterans
  • LGBTQ+ Finances
  • Sustainable investing

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Active Lifestyle
  • Sustainability
  • Social Responsibility
  • Real Estate
  • Health & Nutrition

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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