Jake Santel, Financial Advisor located in Milford, OH

Financial Advisor
Jake Santel

CFP®
790 Lila Ave, Milford, OH 45150opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Inheritance Guidance

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

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

Team Members

  • Julie Ziegler
    Sr. Branch Office Administrator
  • Jessica Schulte
    Branch Office Administrator
  • Daniel Smilek
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Phone

(513) 880-8262

Fax

(888) 483-2303

Office Address

790 Lila Ave
Milford, OH 45150opens in a new window

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