Steven T. Jacques,  CFP<sup>&reg;</sup> - Financial Advisor

Steven T. Jacques, CFP®

Lighthouse Financial, LLC

950 Yale Ave, Ste 30
Wallingford, CT 06492-1868
FINANCIAL ADVISOR'S WEBSITE
(203) 235-1805

General

Steven Jacques is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Lighthouse Financial, LLC in Wallingford, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: CT
  • Health/disability insurance: CT
  • Fixed annuities: CT
  • Variable annuities: CT

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Cross-border Planning, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Government & Military, Getting Divorced, Getting Married, Identity Theft, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Tangible Assets, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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