Jake Roggenkamp is a CPA providing financial advice with a strategic approach.
Financial planning and consulting
Whether you’re starting a business, or looking for a second opinion, Jake Roggenkamp can help. We offer strategic consulting with financial planning services to help you make the most of your money.
Family office for all your financial needs
We will provide you with the holistic picture of all of your finances – from investments to retirement planning – and educate you on the best options for you and your family.
Jake Roggenkamp – Investment Advisor Representative
– Find out how we can help grow your wealth
– Invest in stocks with confidence knowing that we have a proven track record of success to back up our claims
—
Financial services that are designed for you
We understand that your financial situation is unique, and we’re here to provide a consultation that’s tailored to you. We have the knowledge and expertise to help you achieve your goals.
Jake Roggenkamp – Financial consulting for life
We specialize in providing financial advice for all stages of life. We offer a complete picture of your finances and work closely with our investment advisor representative to guide you in the right direction.
Peace of mind
We understand that it can be difficult to plan for the future, especially when it seems so far away. Jake Roggenkamp will take care of all your worries with strategic consulting and financial planning so you can enjoy the present, knowing our team has got your back.
We’ve got everything under control
We take care of everything from A to Z: planning, monitoring, and balancing portfolios. And we don’t stop working when the markets close—we’re here for you every step of the way.
Providing retirement options
We offer a range of plans suited for every situation including 401(k), IRA, SEP IRA, and Roth IRA. We’ll help you figure out which is best for you!
An investment advisor for the long run
With our guidance, we’ll help you navigate the complex world of investing with precision and purpose. Whether it’s stocks, bonds or mutual funds–we have your back!
Check out our main page at Roggenkamp & Associates