Jake Bartel (CFP®)

Jake Bartel focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Divorce Planning
  • Entrepreneurs

NAPFA Start Date

February 09, 2023

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This Office

2955 Exchange Place Blvd Ste 103 Miami Township, OH 45342-5767 Phone: (937) 567-0646