Joseph William Jacques

Phone: (301)738-1303 Ext: 23
Fax: (301)738-1305



Individual Practitioner
Joseph W. Jacques
Rockville, MD

Credentials Held

PFS - Personal Financial Specialist Credential

CPA Licenses Held

MarylandSince 07/30/1994


Areas of Expertise

Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Charitable Planning
   Closely Held Business Planning
   Education Planning
   Elder Planning
   Employee Benefits/Executive Compensation
   Estate, Gift and Wealth Transfer Planning
   Fundamental Financial Planning Knowledge & Skills
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Investment Planning (withouit AUM or product sales)
   Retirement Planning
   Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
   Wealth Management/Investment Advisory Services