Jake Mossing
We provide unbiased annuity guidance with no fees, no obligations.
Annuity Answers · Toledo, Ohio
Jake Mossing is a fee-only financial advisor at Annuity Answers in Toledo, Ohio, who holds the CFA credential. Jake charges a percentage of assets and a one-time planning fee and focuses on family wealth transfer and retirement planning.
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Specialties
Who they serve
- Multi-generational families
- Retirees
- Early-career professionals
About
We have has helped over 10,000 families navigate the complex world of annuities. We've maintained a perfect record - zero complaints with the Better Business Bureau, an A+ rating, and thousands of satisfied clients who trust us with their life savings.
Services
- Investment Management
- Retirement Planning
- Wealth Management
- Financial Planning
- Insurance Planning
Facts
| Firm | Annuity Answers |
|---|---|
| Based in | Toledo, Ohio |
| Fee model | Percentage of assets · One-time planning fee |
| Assets under management | $100M - $500M |
| Firm founded | 2018 |
| Firm size | 1 employee |
| Credentials | CFA |
| Investment approach | Blend of both |
| Website | www.annuityanswers.com |
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Questions about Jake
Is Jake Mossing a fee-only financial advisor?
Yes. Jake Mossing is listed in the public advisor directory (listed as fee-only).
How does Jake charge for financial advice?
Jake charges a percentage of assets and a one-time planning fee.
Where is Jake Mossing based?
Jake Mossing is based in Toledo, Ohio.
What does Jake specialize in?
Jake's specialties include family wealth transfer and retirement planning. Jake works with multi-generational families, retirees and early-career professionals.
What credentials does Jake Mossing hold?
Jake Mossing holds the CFA credential.
How much does Annuity Answers manage?
Annuity Answers reports $100M - $500M in assets under management.
How do I contact Jake Mossing?
Through Jake's website, www.annuityanswers.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Directory listing last checked April 25, 2026.
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