Broker Check

Our Team

For Decades, We’ve Followed One Simple Mission:

For Decades, We’ve Followed One Simple Mission:

Maintain integrity and professionalism in our relationship with you, our client, as we endeavor to know & understand your financial situation while providing high quality information, services, and products.

   Annual Holiday Celebration

   Annual Holiday Celebration

    Our team (and family members) gathering to celebrate the        year, the hard work behind the scenes, and the people who      show up every day with care and dedication to serve our          clients.

Meet The Team
Who You'll Be Working With

Frank Zocco

Frank Zocco, CFP®, CRPS

Partner

860-316-2934

Leo Palliardi

Leo Palliardi AAMS, CRPS

Partner

John Landry

John Landry, CRPC

Partner

Steve Choquette

Steve Choquette, CFP®

Financial Advisor

Dick Mullaney

Dick Mullaney, CLU

Financial Advisor

Cindy Herzog

Cindy Herzog

Administrative Assistant

Christina Reis

Christina Reis

Administrative Assistant

Jessica Palliardi

Jessica Palliardi

Director of Client Communications

8606576757

We Want to
Hear From You

Ready to take the next step toward achieving your financial goals? We’re here to help. Whether you’re seeking personalized guidance, a second opinion, or a trusted partner to manage your financial future, we’d love to hear from you. Fill out our quick form, and a member of our team will be in touch to schedule a conversation. Together, we’ll explore how Jacobs Financial Partners can provide the expertise and support you need to build a lasting financial strategy.

Thank you!
Oops!