Steve Jakubowski, Financial Advisor located in Gaithersburg, MD

Financial Advisor
Steve Jakubowski

ChFC®, AAMS®, CRPC™
60 Market St Ste 207, Gaithersburg, MD 20878opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • New Investors
  • Military Professionals & Veterans
  • LGBTQ+ Finances
  • Sustainable Investing

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Active Lifestyle
  • Sustainability
  • Social Responsibility
  • Real Estate
  • Health & Nutrition

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(301) 762-0689

Fax

(866) 560-3618

Office Address

60 Market St Ste 207
Gaithersburg, MD 20878opens in a new window

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