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Our financial advice team


Jacob Kurgan

APMA®

Financial Advisor

Integrity Wealth Group
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Tax Planning Strategies
  • Employee Stock Options
  • Family Finances
  • Investments
  • Retirement Planning Strategies

Interests

I enjoy fishing, hiking, hockey, and tennis.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelors Degree, Economics, Miami University, Oxford, Ohio