JACOB RILOFF FINANCIAL | 720 EDISON-FURLONG ROAD, #244 | FURLONG, PA 18925 | 267-879-6842
All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.
Reaching new heights in business and wealth management.
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www.jacobriloff.com
Sound, Integrated, Strategic Planning
Who We Are?
Jacob Riloff Financial is an independent consulting firm serving the planning needs of closely held businesses, the business owners and executives, and affluent families by providing comprehensive and integrated business transition planning, merger & acquisitions planning, qualified and non-qualified benefit planning, estate and income tax planning, asset protection planning, and group benefit planning advice that is sound, consistent and objective.
Our Mission
To assist our clients – closely held businesses, the business owners and executives, and affluent families – in attaining their maximum financial, business and personal potential through our expertise by independently guiding them through the wide range of options and strategies available to them in today’s complex world.
We strive to build ongoing relationships based on the highest levels of integrity, service and performance.
Click on the links below for more information on our other ventures.
JACOB RILOFF FINANCIAL | 720 EDISON-FURLONG ROAD, #244 | FURLONG, PA 18925 | 267-879-6842
All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.
At Jacob Riloff Financial, our founding principles and integrated approach are based on these fundamentals:
Objective Advice
Jacob Riloff Financial is completely independent and owned solely by its principals. Our allegiance is solely to our clients. Many advisors are owned or affiliated with specific insurance companies, financial institutions, corporate conglomerates or banks which may create a conflict between serving the interests of their company versus the interests of their clients. As stated, our responsibility is to our clients, alone.
Processed Focused, Not Product Driven
When serving our clients, we focus on the solution process, NOT product sales. Once a solution has been determined, we can assist in selecting the product(s) suited for our clients’ goals and objectives.
Integrated and Experienced Team Approach
Our high level of client service is based on our team approach. Our client team members are highly qualified and experienced, allowing us to target issues and provide tailored – not cookie cutter – solutions.
Results
By leading our clients through our strategic planning process, we strive to accomplish the following results:
Peace of Mind
While working within our structured process and with our experienced team, our clients develop the peace of mind that their goals, issues and objectives are being addressed properly and efficiently.
Time Savings
Our fully integrated management process and superior level of client service allows our clients to reallocate the time they spend self-managing their complex financial affairs to other more desired areas of their life liking running their business.
Enhanced Control
Our approach focuses on educating and empowering our clients to ensure that they feel confident and in control of the decisions made.
Efficiency
Traditionally, business owners use several advisors each within their separate disciplines to solve complex issues. We cross many of these disciplines which allows us to quarterback the planning process and streamline the work of the advisors saving you time, effort and money.
JACOB RILOFF FINANCIAL | 720 EDISON-FURLONG ROAD, #244 | FURLONG, PA 18925 | 267-879-6842
All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.
Our unique approach to your growth begins with
getting to know you and understanding your needs.
Meet the president of our company, Jacob Riloff.
Mr. Jacob Riloff is the Strategic Consultant at Victory Fiduciary Consulting and is a registered Investment Advisor Representative (IAR). In that capacity, he specializes in business development issues for closely held businesses and their owners. He is an expert in business succession planning, exit strategies, and advanced insurance planning techniques. Jacob focuses on providing business owners with sound planning to increase shareholder value in their privately held businesses.
Jacob has over twenty-five years of experience as a business-planning advisor. He graduated from The Pennsylvania State University in 1983 with a Bachelor of Science in Health, Planning and Administration with a minor in Business Administration. In 2006 and 2010 he was designated as a Chartered Financial Consultant (ChFC®) and Chartered Advisor for Senior Living (CASL®) from The American College, Bryn Mawr, PA. Notably, the National Association of Insurance and Financial Advisors (FAIFA) awarded him both the National Sales Achievement Award and National Quality Award in his respective field. In addition to his work at Victory Fiduciary, he served and continues to serve as a board member consultant for several of his clients.
Mr. Riloff’s business acumen stems from his boyhood involvement in his father’s Philadelphia manufacturing and service business, Apex Appliances. This hands-on experience taught him to dissect all aspects of a business and apply his interpersonal skills to overcome the many obstacles that business owners face in their day-to-day operations.
Jacob applies the same energy and vigor across business and personal life. In support of his son, he served as the President of the United States Naval Academy PA Parents Association in 2014. He further served in multiple capacities for non-profit organizations in and around his community.
Jacob and his lovely wife, Karen, have been married for over 30 years since they first met at Penn State University. They currently reside in Bucks County, Pennsylvania, and have two children. His son, Matthew, is an active duty Marine Corps officer while his daughter, Jessica, is a professional actress living and working in New York City. Jacob is a spirited fan of all Philadelphia, Penn State and Navy sports teams. When he’s not working or enjoying his family, Jacob can be found on the golf course or preparing a boat for sea at the Townsend Inlet Yacht Club, Townsend Inlet, NJ.
CONTACT JACOB NOW
JACOB RILOFF FINANCIAL | 720 EDISON-FURLONG ROAD, #244 | FURLONG, PA 18925 | 267-879-6842
All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.
We can assist you in every aspect of your financial life.
We serve as a trusted advisor to you and your company through our integrated planning approach addressing the complexities of your company’s financial issues and the issues that affect you and your business. We start by discovering your goals and objectives so that we gain the insight necessary to evaluate your specific situation properly. Through our integrated planning process, we often uncover issues that were not defined by our clients or the existing team of advisors. In addition, we uncover disconnects that exist between your company’s current situation and your stated goals and objectives. We can then implement new courses of action resulting in a personal and business plan that provides you with a well-founded confidence that you’re making sound decisions.
While every business and family has different planning needs, our integrated planning process allows us to fully understand you, your family and your company, gather important data, formulate recommendations, implement your plan, and review and monitor the progress. You can rely on our experienced team to manage your specific objectives and provide you with peace of mind that you are receiving experienced and objective advice. We can help.
• Implement plans to accomplish your business financial goals
• Plan for succession and exit strategies for your business
• Ensure that your business and your wealth is protected for your lifetime and for generations thereafter
• Manage a complex world of diverse estate, income and asset protection issues
• Enable your employees to grow with your business
GET A FREE RETIREMENT ANALYSIS
JACOB RILOFF FINANCIAL | 720 EDISON-FURLONG ROAD, #244 | FURLONG, PA 18925 | 267-879-6842
All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.
We are here to serve you 24/7/365.
Contact us here anytime.
Contact us here anytime or feel free to give us a call. We look forward to getting to
know you and help you with proven methods and ideas now and into your financial future.
JACOB RILOFF FINANCIAL | 720 EDISON-FURLONG ROAD, #244 | FURLONG, PA 18925 | 267-879-6842
All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.