Merrill Lynch Financial Advisor Jeremy Jacobs

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Jeremy Jacobs is a financial advisor based in Lynbrook, New York, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to his clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Jeremy provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys and achieve their long-term objectives.

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