Jake Mellor's Summary
Accounting
Budget Development
Business Succession Planning
Charitable Giving
Comprehensive Financial Planning
Divorce Issues
Education Planning
Employee and Employer Plan Benefits
Estate Planning
General Financial Planning
Government and Military
Investment Management
Investment Planning
Life Planning
Long-Term Care
Men's Finances
Retirement Income Management
Retirement Planning
Risk Management
Securities
Small Business Planning
Social Security Planning
Special Needs Planning
Sudden Wealth Management
Tax Planning
Wealth Management
Women's Finances
Young Professionals
Specialties: Helping the clients gather appropriate data
Specific case analysis for each client
Comparison of products for the client’s benefit
Recommendations based on clients needs and desires
Follow-through to help the client implement his/her plan
Contact Information
Company
Title
Industry
Location
Frequently Asked Questions regarding Jake Mellor
What company does Jake Mellor work for?
Jake Mellor works for
Strategic Tax Solutions as Owner
What is Jake Mellor role in Strategic Tax Solutions?
Jake Mellor roles in
Strategic Tax Solutions
is Owner
What is Jake Mellor’s email address?
Jake Mellor's email address is J******@strategictaxsolutions.com
What is Jake Mellor's business email address?
Jake Mellor's business email address is J****@strategictaxsolutions.com
Where is Jake Mellor based?
Jake Mellor is based in Price, Utah, United States.
What industry does Jake Mellor work in?
Jake Mellor works in the industry of: Accounting
Who is Strategic Tax Solutions's Owner?
Strategic Tax Solutions
's Owner is Jake Mellor
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