Danna Jacobs, CFP<sup>&reg;</sup> - Financial Advisor

Danna Jacobs, CFP®

Legacy Care Wealth

1 High Street Court, Ste. 2
Morristown, NJ 07960
FINANCIAL ADVISOR'S WEBSITE
(201) 535-4499

General

Danna Jacobs is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Legacy Care Wealth in Morristown, NJ and the surrounding communities.

Financial Advisor Overview

At Legacy Care Wealth, we create comprehensive financial plans that fully capture your current and future wealth pictures. We employ comprehensive financial planning, tax efficiency planning, business management, bookkeeping, tax preparation, and savings and budgeting models to capture cash flows for clients that align with their life goals. We strive to understand and communicate a comprehensive view of family wealth and business success. Through our fee-based platform, we are aligned with our clients’ interest to maximize wealth.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a Home, Business Taxes, Investment Management, Insurance, Job Loss, Startup, Retirement, Succession Planning, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources