Jack Priebe | Business & Financial Planner
Contact Information
Mobile (call only). 617.869.9401
jpriebe@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Jack has been specializing in Advanced, Business, & Financial Planning concepts since joining Commonwealth Financial Group in 2005. He has 20 years of experience in collaborating with Individuals & Business Owners nationally from a variety of business sizes and industries.
Jack leads Commonwealth Financial Group’s Advanced and Business Planning Team that focuses on a variety of services including Business Owner Exit/Succession, Growth, & Protection Strategies; non-certified Business Valuations; Group & Key Employee Benefits; College Education Strategies; Income Tax Review; Estate Reduction Strategies; and Risk Management Review & Strategies*. The team’s ultimate goal is to provide our clients with a comprehensive plan that fully integrates business, financial, income tax, and estate planning**.
Jack holds a bachelor’s degree in Applied Mathematics from the University of Michigan. In addition, he holds the CFP® designation and graduate certificates in Financial Planning from Boston University and Business Succession Planning from the American College.
*Estate Planning and tax services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
**Our valuations are used for the sole purpose of giving our client a fair and unbiased assessment of where the business stands and how they relates to their financial strategy. They are not intended for tax or potential selling purposes.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.