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Zkušený finanční a hypoteční poradce z Olomouce. Od roku 2012 se specializuji na financování bydlení a dlouhodobé finanční plánování rodin a bonitních klientů.
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Jakub Konečný is a financial and mortgage adviser based in Olomouc, providing personal guidance to families, individuals and affluent clients. Since 2012, he has focused on home financing and long-term financial planning, helping clients understand their options and choose approaches suited to their circumstances. His services include mortgages for buying, building or renovating a home, refinancing, and planning for the end of a mortgage-rate fixation period.
He also advises on protecting income and assets through life, accident, property, household and liability insurance. For clients looking to plan ahead, he offers support with investments, building and managing financial reserves, pension savings and longer-term financial goals. His work also covers business risks and potential tax savings.
Konečný emphasizes personal collaboration, clear explanations and practical support, from an initial consultation through the preparation of documents and contracts. He works with assistant Václav Ocelík, who helps coordinate client matters and next steps. Konečný operates as a tied agent under EFEKTA Brokerpool, a.
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