Matthew Jacob

Inactive
Pending CE Completion

Jacob & Jacob Asset Management
16 Orangewood Dr
Liverpool, NY 13090, US

315-622-4700

Average Rating: 0 stars (based on ratings)

Professional Profile

Matthew Jacob has received training in Social Security regulations, including claiming strategies for different situations. After taking the comprehensive course, Matthew has passed a proctored exam in order to earn the RSSA certificate. Determining when to claim your Social Security benefits can be challenging. Matthew will help you navigate these pitfalls and answer questions you don’t know to ask. Matthew will balance your Social Security choices with your overall retirement planning, so that you also have peace of mind. Speak with Matthew Jacob — a trained advisor — for a consultation. If you decide to engage Matthew Jacob, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits.

Areas of Expertise

  • Tax Professional

Real Stories from Real People

Most People Leave Money on the Table

96%

Don't Optimize

Very few people get all the Social Security they deserve.

$111,000

Is Lost

The average household is losing $111,000 in potential income.

1 Chance

To Claim

Social Security gives you one chance to get it right – forever.

Maximize Your Benefits

Discover important information for your situation.