Jacobs Financial

Securities and Investment Advisory Services offered through Securian Financial Services, Inc.,
Member FINRA/SIPC.

Securities offered through CRI Securities, LLC,
Member FINRA/SIPC.

Jacobs Executive Center
1407 33rd Street South
St. Cloud, MN 56301

Phone: (320) 217-6006 and (866) 747-6006
Fax: (320) 217-6005

james @jacobs-financial.com
Map and Directions

At Jacobs Financial we provide objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals.

We offer a comprehensive line of products and services, as well as diverse financial expertiseand responsive service.

Affiliated with North Star Resource Group

We Provide Quality Individual and Business Financial Planning.

Financial Solutions
Business Solutions
Retirement Services
Estate Planning
Protection Planning
Long-Term Care

Click here for a full listing of Products and Services we offer.

Meet our team of Financial Advisors

James M. Jacobs
CLU, ChFC
Jim is the founder of Jacobs Financial. Jim enjoys working with business owners and their employees and has become a specialist in the area of pension rollovers and retirement planning.
>> Read More

David M. Jacobs
David is dedicated to providing financial advice in the areas of retirement, investment, insurance and tax strategies.
>> Read More

Andrew S. Jacobs
Andrew is dedicated to assisting motivated professionals, closely held business owners, and families reach their financial objectives by offering professional financial advice. >> Read More

Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Lease Payment

How much would your monthly lease payment be?

More Calculators →

Newsletters

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

What Employment Says About the Economy

As important as the national unemployment rate is, it’s only a small segment of the overall data collected on the nation’s jobs situation and the economy at large.

More Newsletters →

Market Watch

July 04, 2009 @ 02:44 PM

Dow Jones Industrials	8,280.74	- 223.32
Dow Jones Transportation	3,158.74	- 119.69
Dow Jones Utilities	350.69	- 10.96
Nasdaq Composite	1,796.52	- 49.20
Nasdaq 100	1,446.28	- 35.06
S&P 500	896.42	- 26.91
S&P 100	420.10	- 11.32
S&P Mid-Cap 400	565.03	- 19.21
S&P Small-Cap 600	263.12	- 11.11
Russell 2000	497.21	- 20.25
NYSE Composite	5,775.24	- 178.77
AMEX Composite	1,567.05	- 26.32
10 Year Treasury Note	3.50	- 0.05
Wilshire 5000	9,201.07	- 276.51
CBOE Internet Index	187.12	- 6.75
PHLX Semiconductor Index	263.81	- 3.21

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