Winfred G. Jacob,  CFP<sup>&reg;</sup> - Financial Advisor

Winfred G. Jacob, CFP®

Senior Financial Advisor

Level Financial Advisors, Inc.

1412 Sweet Home Rd, Ste 7
Buffalo, NY 14228-2795

Level Financial Advisors, Inc.

1986 Riverview Drive
Wellsville, NY 14895
FINANCIAL ADVISOR'S WEBSITE
(800) 713-3787
(716) 634-6113

General

Winfred Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Level Financial Advisors, Inc. in Buffalo, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources