We're proud to have a relationship with a local insurance, investment,
and retirement planning firm to provide our customers with additional
resources to meet their financial services and wealth management needs.
Established, Rooted, & Serving the
St. Cloud Community
Located in St. Cloud, Minnesota, Jacobs Financial is a family-owned financial services firm with 50 years of experience and dedicated service. Through a deeply relational approach, our aim is to treat each client -- individual, family, business owner, professional -- like a family member. Investment Advisor and founder James (Jim) Jacobs and sons, Andrew and David (also Investment Advisors), take pride in their professional integrity, strong values and ideals of service.
Personal and Business Financial Services
From personal to business financial planning, our comprehensive services make us your one-stop destination for financial guidance.
Evolving Plans for Changing Financial Landscapes
Our financial plans are versatile roadmaps, tailored to your life's ever-changing landscape. We craft personalized strategies that align with your goals and, through a focus on education, empower you to make informed financial decisions.
Strategic Business Planning Aligned with your Goals
Our skill lies in crafting strategic business solutions that align with your company's retirement, investment, and insurance needs. We're here to help guide you toward well-informed decisions that help shape a prosperous future.
Trusted Solutions for Every Life Stage
With Jacobs Financial, you can have a dedicated team -- that know you well -- supporting you at every life stage. Through relational service and growth-minded solutions, you can trust us to help you pursue all your current and future financial goals.
Starting On Your
Financial Journey
Growing and
Expanding Wealth
Nearing Retirement
Enjoying Retirement
Life
A Plan & Guidance Tailored to Your Values & Goals
Our relational, growth-minded approach also involves taking the time to understand your current financial landscape. We'll comb through every detail you provide, including bank and investment statements, wills, trusts, insurance policies, liabilities and more. This step enables us to plan out your best-fit path forward.
Contact Information:
320-217-6006
1407 33rd Street South
St. Cloud, MN 56301
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisors LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Registered Representative offering securities and advisory services through Cetera Advsior Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LL), member INRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Investments are: NOT FDIC/NCUA INSURED, NOT A DEPOSIT, NOT INSURED BY ANY GOVERNMENT AGENCY, NOT BANK/CREDIT UNION GUARANTEED, MAY LOSE VALUE.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security. The site is published for residents of the United States only Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks.
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