Jake McNeil, RICP CEPA, Financial Advisor - Planned Financial Services

Jake McNeil, RICP CEPA, Financial Advisor - Planned Financial Services Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jake McNeil, RICP CEPA, Financial Advisor - Planned Financial Services, Financial planner, 5980 S. Main Street Ste 100, Clarkston, MI.

06/01/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

05/31/2026

A younger generation embraces the benefits of tax-free investment growth.

05/30/2026

People complain that omakase meals have become boring, not to mention cost upwards of $500. Here’s what makes some of them worth it.

05/29/2026

AI-generated investment portfolios are highly concentrated in large-cap tech stocks, particularly semiconductors, according to a new National Bureau of Economic Research working paper.

05/29/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

It’s important for business owners to consider succession planning and its unique challenges. You’ve poured your heart i...
05/28/2026

It’s important for business owners to consider succession planning and its unique
challenges. You’ve poured your heart into your business, so now it’s time to make
a plan – let’s chat.

05/27/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your...
05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

https://bit.ly/3RuDjrb

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.
05/25/2026

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.

05/24/2026

With Hypershell’s X Ultra S and similar personal exoskeletons, AI takes on the great outdoors.

Address

5980 S. Main Street Ste 100
Clarkston, MI
48346

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12486250000

Website

http://advisors.massmutual.com/

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