Jacob Financial Services

Informations générales

The Client of Cadeau
Our clients live an active and enthusiastic life. They are generous, philanthropic, and outwardly focused. Through their life experience, they have learned that wealth means more than simply having money. We strive to assist our clients in seeking ways for them to be responsible stewards of their wealth and to insure that the people and organizations that they love are reflected in their legacy.

The transference of capital is often simply a transaction, whereas a conveyance of values alongside financial assets is indeed a GIFT. It is this belief that inspired the name, Cadeau (ka-dough), which is the French word for “gift”. Chris Jacob, founder of Cadeau, has served over 500 individual and corporate clients nationwide throughout his 29 year career. Cadeau employs proprietary methodology, including the Legacy Wealth Optimization System™, to help families discern, document and communicate what they intend their wealth to accomplish.

In addition to retirement and charitable planning, our professionals offer a variety of financial advisory services through Madison Avenue Securities.

Madison Avenue Securities financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.

Securities and Investment Advisory Services offered through Madison Avenue Securities (MAS), Member FINRA (www.finra.org), SIPC (www.sipc.org), and a Registered Investment Advisor. Non-securities products and non-advisory services are not offered through MAS.

Cadeau and MAS are not affiliated.