Jacob Peattie, Financial Advisor located in Elkhart, IN

Financial Advisor
Jacob Peattie

CFP®, WMCP®
932 Parkway Ave Ste C, Elkhart, IN 46516opens in a new window
Accepting New Clients
Serving clients with $50,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • WMCP®

    Wealth Management Certified Professional®

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Reading
  • History and Museums

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(574) 359-6533

Fax

(800) 437-2113

Office Address

932 Parkway Ave Ste C
Elkhart, IN 46516opens in a new window

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