Jacob Bassler

Jacob is a financial advisor committed to helping you reach your financial goals from the beginning of your financial journey through retirement. Jacob is dedicated to empowering clients to make smart decisions about their money – whether it’s building an investment strategy, planning for retirement, or making sure their insurance coverage fits their life. Understanding clients’ specific needs and wants, Jacob values delivering tailored advice working toward financial objectives.

Jacob is registered as an Investment Advisor Representative and holds his FINRA Series 7 and 66 as well as his Life and Health Insurance license. Jacob serves clients in Kentucky and Ohio wherever it is most convenient for them.

Outside of work, Jacob enjoys spending time with his wife and golden retriever. He also enjoys gathering with family and friends as well as being active in all kinds of sports. Whenever he slows down, Jacob is most likely reading a good book.