Meet Jacob

Financial Service Professional

Jacob Berg

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Contact info

Email:

bergj@financialguide.com

Office:

971-420-4588

Focus areas

Business Owners, Insurance Strategies, Retirement Income Planning, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

Languages

English

Professional Story

I am dedicated to making a difference in people’s lives. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.

Education

University Of Oregon (2022-2026)

Hobbies

Watching/playing soccer, golf, and football, exploring the outdoors, skateboarding, surfing, snowboarding

CRN202611-311872

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

MassMutual Oregon

5885 Meadows Rd #850
Lake Oswego, OR 97035

Connect with us 503-221-1211 503-221-0493 Get Directions

Check the background of this firm on FINRA's BrokerCheck.

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory office: 5885 Meadows Rd #850, Lake Oswego, OR 97035, Phone: 503-221-1211.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.