Don't wait for tomorrow - Secure Your Financial Future
Personal Relationship | Financial Empowerment | Precise Guidance
Schedule a meeting with me: https://calendly.com/jacob-shea-equitable/virtual-meeting My mission is to help individuals and families achieve financial confidence through personalized strategies that align with their goals. Originally from Long Island, I bring a strong sense of c
ommunity and family values to my work—I’m one of five siblings and proud of the close-knit upbringing that shaped my approach to building lasting relationships. I earned my degree from The College at Brockport, State University of New York, where I developed a passion for learning and growth. Outside of work, I’m an avid runner, nutrition enthusiast, and love exploring local cuisine. Reading and continuous self-improvement are cornerstones of my personal and professional life. Specialties:
- Client Education
- Wealth Accumulation and Management
- Retirement Planning
- Risk Management Strategies
Let’s connect—I’m always open to conversations about financial planning, healthy living, and great food spots in Rochester! NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of
New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d
