Kevin Jacobs

Kevin Jacobs Work

Owner and Adviser

@ Step By Step Financial, LLC

X

Member

@ XY Planning Network

Volunteer

@ Broken Arrow Chamber of Commerce

Kevin Jacobs Education

2005 - 2007 Executive Certificate in Financial Planning

Christian Brothers University
2002 - 2005 Masters in Theological Studies

Ave Maria University/ Madonna University
1996 - 2000 BA in Theological Studies

Franciscan University of Steubenville

Kevin Jacobs Skills

Estate PlanningRed Tail CrmInvestment ProductsLaserappEstate Tax PlanningInsuranceRetirement PlanningManaged InternsFinancial PlanningDrake Tax SoftwareAsset Location For Tax PlanningFinanceInvestment AdvisoryNetx360Wealth ManagementInvestment StrategiesCollege Savings PlansCfs Tax ToolsCertified Financial PlannerTax PreparationSmall BusinessFinancial AdviceInsurance PlanningInheritance Tax PlanningEnrolled AgentFee Only Financial PlanningRetirementInvestment Management

Kevin Jacobs Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Where does Kevin Jacobs work?

Kevin Jacobs currently works at Step By Step Financial, LLC as Kevin Jacobs - Owner and Adviser at Step By Step Financial, LLC.

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