Jake Darsch
Financial Services Executive Investment Advisor Representative Special Care Planner @Barnum Financial Group
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WORK HISTORY
Financial Services Executive Investment Advisor Representative Special Care Planner @Barnum Financial Group
Warwick, CO
As a Financial Planner, I work to educate families, individuals and businesses on current economic conditions that may have an effect on their financial well-being. I develop and implement comprehensive financial solutions utilizing my knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. My goal is to get to know my clients utilizing a collaborative, one-on-one approach dedicated to identifying and prioritizing their financial goals, offering professional guidance and strategies to meet individual and group needs.
SKILLS
ABOUT JAKE DARSCH
Jake concentrates on developing customized financial strategies and solutions for individuals, families, and business owners that help them to build wealth, pay lower taxes, and protect the people who depend on them for support.Jake has been in the financial industry for 30 years and worked with Barnum Financial Group for 23 years.I am licensed and registered to offer products and services in several states. Licenses and registrations may vary. Please contact this office for further information. I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC Supervisory address: 6 Corporate Drive, Shelton CT 06484. Tel: am domiciled in RI, CA Insurance License# OH37731.
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