Jack Trevor is a Certified Financial Planner and financial advisor based in Providence, RI, offering personalized financial planning and wealth management services.
Jack Trevor is a Financial Advisor specializing in comprehensive financial planning, investment strategies, retirement planning, insurance protection, education funding, life insurance, and estate planning. Based in Providence, RI, he offers personalized services grounded in clients’ beliefs and future hopes, helping them navigate financial risks and achieve financial independence. C
ertified as a CFP®, ChFC®, CLU®, and RICP®, Jack leverages Northwestern Mutual’s resources to deliver high-touch, integrated planning processes. In his free time, he enjoys outdoor activities, golf, tennis, skiing, and supporting causes like Alex's Lemonade Stand Foundation for childhood cancer research.
Personalized financial planning grounded in clients’ beliefs and future hopes
Integration of Northwestern Mutual’s high-touch relationship approach
Comprehensive suite of services including planning, investment, retirement, insurance, education, and estate planning
Certified professionals with CFP®, ChFC®, CLU®, and RICP® credentials
Services
Financial Planning
Comprehensive financial planning to align with clients' visions of financial security throughout life stages.
Personalized financial plansIntegration of beliefs and future hopesRisk navigation
Investment Planning & Strategies
Strategic investment planning to achieve financial goals.
Planning for a secure retirement with tailored income strategies.
Retirement income analysisSocial Security optimizationPension and retirement account strategies
Insurance Protection Strategies
Comprehensive insurance solutions to protect clients’ assets and loved ones.
Life insuranceDisability insuranceLong-term care insuranceFinal expense insurance
Education Planning & Funding
Strategies to plan for and fund education expenses.
College savings planning529 plansEducation loan strategies
Life Insurance Strategies
Tailored life insurance solutions to meet clients' needs.
Whole life insuranceTerm life insuranceFinal expense insurance
Credentials & Certifications
CFP® (Certified Financial Planner)
Since Year not specified, but implied as part of professional certification
ChFC® (Chartered Financial Consultant)
Since Year not specified, but implied as part of professional certification
CLU® (Certified Life Underwriter)
Since Year not specified, but implied as part of professional certification
RICP® (Registered International Consultant in Pension and Retirement Planning)
Since Year not specified, but implied as part of professional certification
Reviews
Rating
5
★★★★★
Reviews
17
"Jack is very knowledgeable, helpful and personable."
Frequently Asked Questions
What is final expense insurance? +
Final expense insurance is a whole life insurance policy specifically marketed to cover funeral, memorial service, cremation, and burial costs. Beneficiaries can use the death benefit for any purpose, not just final expenses.
How does final expense insurance work? +
Final expense insurance, a form of simplified issue or modified whole life insurance, requires answering health and age questions for approval. Coverage lasts as long as premiums are paid, and beneficiaries receive the death benefit upon the insured's passing.
Should I get final expense insurance? +
Final expense insurance is easier to qualify for, especially for older or less healthy individuals, and can cover funeral costs. However, it may not provide sufficient coverage for dependents or larger financial needs, so traditional term or whole life insurance might be more appropriate depending on individual circumstances.
5.0
