Larry Jacobson
Jacobson Associates, Inc. has merged with The Monteverde Group, LLC!
- Role
- Senior Wealth Consultant at The Monteverde Group
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Larry Jacobson
I am dedicated to helping families, professionals and business owners manage the risks of…
Experience
Senior Wealth Consultant
Present
Education
Clark University
BA, English
1987 — 1991
Wightman School
K-4, Everything I Needed to Know I learned in Kindergarten
Skills
- Product Liability
- Underwriting
- Retirement Planning
- Disability Insurance
- Small Business
- Employee Benefits
- Wealth Transfer
- Long Term Care Insurance
- Wealth Management
- Financial Services
- Health Insurance
- Long Term Care
- Financial Planning
- Life Insurance
- Estate Planning
- Long-Term Care
- Mergers & Acquisitions
- Insurance
- Term Life Insurance
- Retirement
- Strategic Financial Planning
- Wealth
- Succession Planning
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