Personal Information
Organization / Workplace
Provo, Utah Area United States
Occupation
Wealth Advisor at Legacy Wealth Managment Group
Industry
Finance / Banking / Insurance
Website
http://www.jakemellor.comAbout
Accounting
Budget Development
Business Succession Planning
Charitable Giving
Comprehensive Financial Planning
Divorce Issues
Education Planning
Employee and Employer Plan Benefits
Estate Planning
General Financial Planning
Government and Military
Investment Management
Investment Planning
Life Planning
Long-Term Care
Men's Finances
Retirement Income Management
Retirement Planning
Risk Management
Securities
Small Business Planning
Social Security Planning
Special Needs Planning
Sudden Wealth Management
Tax Planning
Wealth Management
Women's Finances
Young Professionals
Specialties: Helping the clients gather appropriate data
Specific case analysis for each client
Comparison of products for...
Contact Details