Steve Jakubowski
Steve Jakubowski wants to make a difference in the lives of the people who live in his community by helping them achieve their financial goals. Upper Montgomery County is a diverse and vibrant area, and his experience working as a volunteer tax preparer has shown him that many people and small businesses would benefit from professional financial advice. Steve bought his first stock while in high school and he has been an avid investor ever since. After more than 30 years as an editor and writer, he felt it was time to pursue his passion for personal finance and investing full time. He also wanted the opportunity to help others and give back to the Gaithersburg community in which his wife, Nancy, and he raised their two children. When you engage Steve as your financial advisor, you will become partners in your financial journey. He will take the time to really understand what is important to you. Whether your goal is a comfortable retirement, putting aside money to pay for your child's education or providing for those you love, he'll develop a personalized strategy to help you get there. Then you willl continue to partner together to keep you on track. In addition, you'll have access to the thousands of people and advanced technology support that Edward Jones offers, which will help ensure that you receive the most current and comprehensive guidance.
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