Jacob Bloch Financial Rep

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Jacob Bloch Financial Rep Helping individuals and Families organize, protect, and grow wealth so they can spend more time doing what they love.

Let’s build a financial strategy that works for your life.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
10/16/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

Thinking about an annuity for retirement income? Here are five things to consider before adding an annuity to your retir...
10/14/2026

Thinking about an annuity for retirement income? Here are five things to consider before adding an annuity to your retirement income plan.

Five things to consider before adding an annuity to your retirement income plan.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
10/12/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

The loss of a spouse or family member can be overwhelming.  The last thing you want to worry about is managing your fina...
10/09/2026

The loss of a spouse or family member can be overwhelming. The last thing you want to worry about is managing your finances. I can work with you to help you manage the anxiety that comes with the financial aspects of losing a loved one.

A financial professional can help you manage the anxiety that comes with the financial aspects of losing a loved one.

A home warranty may make sense, but you need to set proper expectations.
10/07/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
10/05/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

You work hard for your money, but when your paycheck comes you may notice that you don’t get to keep it all. Why does yo...
10/02/2026

You work hard for your money, but when your paycheck comes you may notice that you don’t get to keep it all. Why does your take-home pay shrink? And what do all those deductions mean? Here’s a brief guide

Here’s a brief guide to the common deductions and withholdings you see each payday

The financial world has its own shorthand that can feel like alphabet soup. This guide helps explain common acronyms so ...
09/30/2026

The financial world has its own shorthand that can feel like alphabet soup. This guide helps explain common acronyms so you can be better equipped to navigate financial decisions.

The more financial terms you understand, the easier it can be to make smart financial decisions.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
09/28/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

Doing some home improvement?  There's one item that most homeowners overlook when undertaking remodeling projects.
09/25/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

Address

4200 Cypress Street
Tampa, FL

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18136805903

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