portrait of Jake Szulinski
FINANCIAL ADVISOR

Jake Szulinski

CFP®
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Focus Areas

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

Certifications

  • CFP®

    Certified Financial Planner™

Personal Interests

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

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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

Fax

(888) 545-2161

Branch Team

  • Tracy Wilfong-Leahy
    Branch Office Administrator

Office Address

676 E Swedesford Rd
Suite 165
Wayne, PA 19087opens in a new window

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