Jake Szulinski, Financial Advisor

FINANCIAL ADVISOR
Jake Szulinski

CFP®
656 E Swedesford Rd, Suite 250, Wayne, PA 19087opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Portfolio Reviews
  • Insurance & Annuities

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

  • Spending Time with Family
  • Pets
  • Cooking
  • Sports Enthusiast
  • Traveling

Team Members

  • Tracy Wilfong-Leahy
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 09:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(484) 580-8567

Fax

(888) 545-2161

Office Address

656 E Swedesford Rd
Suite 250
Wayne, PA 19087opens in a new window

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