Jacob R. Conley with Northwestern Mutual
Finance & Insurance
Jacob and his team aim to get to know individuals, families, and businesses as much as they can through a comprehensive planning process. Many of the clients his team works with have accumulated multiple financial products over their life time and his team's goal is to align these products with their objectives and wants. In other words, connect whats in their heart to whats on their balance sheet. Most importantly, he meets with clients regularly to update their plan.
Jacob was born locally in Louisa but runs a national practice with clients around the state and country.
Our goal is to help people build a comprehensive plan that brings together defensive and offensive strategies.
Driving Directions : Jacob's office is located next to Martha Jefferson in Charlottesville, Virginia. He also meets regularly in Louisa on Tuesdays and Fridays
Business Hours : Mon-Fri 8am-6:30pm