Jeremy Ftacek
Financial Advisor at Ftacek Financial Services, LLC. | Nashville Metropolitan Area
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Jeremy Ftacek is a seasoned Financial Advisor at Ftacek Financial Services, LLC, where he leverages over two decades of experience in wealth management and retirement plan consulting. His expertise lies in delivering tailored financial solutions that address the unique needs of his clients, particularly small business owners. Understanding the intricacies of small business retirement planning, Jeremy is adept at crafting strategies that not only secure the financial future of business owners but also ensure the well-being of their employees through effective retirement plans.
At Ftacek Financial Services, Jeremy plays a pivotal role in portfolio management and estate planning, guiding clients through the complexities of investments and asset allocation. His comprehensive approach encompasses all aspects of financial advisory services, from trusts to financial planning, ensuring that each client receives personalized attention and expert advice. Jeremy’s commitment to building long-term relationships with his clients is evident in his proactive communication and dedication to their financial goals.
Currently, Jeremy is spearheading key projects that focus on enhancing financial literacy among clients, empowering them to make informed decisions regarding their investments and retirement strategies. His ability to simplify complex financial concepts has made him a trusted resource for individuals and businesses alike. As a Registered Investment Adviser, Jeremy is committed to upholding the highest standards of integrity and professionalism, ensuring that his clients feel confident and secure in their financial journeys. With a passion for helping others achieve financial success, Jeremy Ftacek continues to make a significant impact in the financial services industry.
Financial Advisor at Ftacek Financial Services, LLC. in July 2007 to Present
Vice President and Trust Officer at UnionBank Wealth Management in December 1997 to July 2007
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Small Business Retirement Planning
Retirement Plan Consulting
Retirement Planning
Portfolio Management
Estate Planning
Investments
Wealth Management
Financial Advisory
Trusts
Securities
Financial Services
Wealth Accumulation
Finance
Financial Planning
Mutual Funds
Investment Advisory
Asset Allocation
Fiduciary Services
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Discover more about Ftacek Financial Services, LLC.What is Jeremy Ftacek email address?
Email Jeremy Ftacek at [email protected] and [email protected]. This email is the most updated Jeremy Ftacek email found in 2026.
What is Jeremy Ftacek phone number?
Jeremy Ftacek phone number is +17085070434 and +12393521003.
How to contact Jeremy Ftacek?
To contact Jeremy Ftacek send an email to [email protected] or [email protected]. If you want to call Jeremy Ftacek try calling on +17085070434 and +12393521003. (updated on October 24, 2024)
What is Jeremy Ftacek net worth?
Jeremy Ftacek has an estimated net worth of $375,000 to $499,999
What company does Jeremy Ftacek work for?
Jeremy Ftacek works for Ftacek Financial Services, LLC.
What is Jeremy Ftacek's role at Ftacek Financial Services, LLC.?
Jeremy Ftacek is Financial Advisor
What industry does Jeremy Ftacek work in?
Jeremy Ftacek works in the Investment Management industry.
Jeremy Ftacek Email Addresses
Jeremy Ftacek Phone Numbers
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