A RETIREMENT & INSURANCE PLANNING ORGANIZATION
JAKE MELLOR FINANCIAL SERVICES, L.L.C. is an independent financial and insurance services firm. As an independent firm, we offer objective solutions from a wide variety of insurance and investment carriers. Our clients include high net worth individuals, their families, businesses and associated business interests.
We are unique in our personal approach and in the collaborative relationship that we form with each of our clients. Together with our clients we establish individual priorities, develop an appropriate plan of action, and implement a customized, tax-efficient investment strategy designed to achieve desired results.
Our mission is to help our clients realize their financial goals while minimizing their exposure to unnecessary risk. We focus on building portfolios to help meet their needs while emphasizing consistent returns.
Our desire is that upon visiting with us you will understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance. For any questions regarding what you've learned on this educational website, contact Jake Mellor, fill out and form and we'll be in touch.
We look forward to meeting you.
Jake F. Mellor, MBA, CFP®