378 Millennium - A Marquis Who’s Who Magazine FINANCE AND INSURANCE JOSEPH W. JACQUES, CPA, CFP OWNER Jacques Financial LLC Rockville, MD Joseph W. Jacques is a certified public accountant (CPA), a certified financial planner (CFP) professional, and the owner and founder of Jacques Financial LLC in Rockville, Maryland. A leader in the industry for more than 40 years, he provides expert advice primarily to middle-class clients in financial planning, tax preparation and estate planning. Family-owned and operated, his firm consists of CPAs, financial planning advisers and an attorney devoted to estate planning services. Furthermore, Mr. Jacques and his team seek a client-centered approach to serving individuals and families. Specializing in serving the middle market, Mr. Jacques thoroughly enjoys educating his clients and helping them better understand what they need from a savings standpoint, whether it may be for college, retirement or otherwise. His team of professionals includes his son, Jeremy Jacques, and his cousin, Bill Jacques. Jeremy is a CPA and financial planner. Bill is also a CPA and an attorney. Before launching Jacques Financial LLC, Mr. Jacques was the president of Joseph W. Jacques, CPA, CFP, in Rockville from 1985 to 2000. He was also the president of Coordinator Financial Services Ltd. in Bethesda, Maryland, between
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