Jacob Glofka

Preparing for the 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.

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I am also Certified in Long-Term Care (CLTC). The CLTC program is owned by the CLTC Board of Standards, Inc. and it provides insurance and financial service professionals with helpful tools needed to address long term care planning with their clients.

I am licensed to sell insurance in NY, PA

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). OSJ: OSJ 300 Corporate Parkway, Suite 216N. Amherst, NY 14226. (716) 852-1321.