Jacob Yentzen, Financial Advisor located in Beaumont, TX

Financial Advisor
Jacob M Yentzen

CFP®
6250 Judy Lane Ste 101, Beaumont, TX 77708opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Healthcare Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Baseball
  • Golfing

Team Members

  • Anne Etie
    Branch Office Administrator
  • Gail Riffe
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings

Phone

(409) 899-4068

Fax

(877) 678-1663

Office Address

6250 Judy Lane Ste 101
Beaumont, TX 77708opens in a new window

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