Jake McNeil

Financial Services Representative


Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.


Mott Community College Associates of Science, Business Administration and Management (2009-2013)
Oakland Community College Associates of Science is Business Management, Administration and Management (2013-2014)
Oakland University Bachelor of Finance (2014-2017)



Affiliations & Memberships

Ortonville Community Home Friend
Adopt-A-Highway Litter Removal Service of America
Baldwin Center: Pontiac Soup Kitchen Server
Boy Scouts of America Eagle Scout

Focus Areas

  • Insurance Strategies


  • English


Check the background of this investment professional on FINRA's BrokerCheck