About Us
A Financial Guide You Can Trust
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. Founder James (Jim) Jacobs and sons, Andrew and David, take pride in their professional integrity, strong values and ideals of service.
As a team, we work to foster strong, genuine relationships within the communities we serve in St. Cloud and nationwide. These relationships help us to build trust with our clients as we guide them to best-fit solutions for their unique financial paths.
Leveraging Our Longevity to Serve Yours
With over 50 years of experience and the collective knowledge of our highly educated team, our multi-generational family firm is built for longevity — but not solely for our own benefit. Just as we plan for our own continuity, our aim is to help you keep the long-term in mind and plan for the generational continuity of your wealth and legacy.
Prioritizing Your Finances for the Future
Learning to manage your financial priorities can be a complex process, but we believe it’s also one of the most important steps for growth. Our commitment to you begins with prioritizing your finances well so we can help you point upwards and toward the future you desire.
Our Core Values: Our Secure Foundation
Your needs are our priority. Our core values reflect that. The Jacobs Financial team operates on these foundational values that position us to put your needs first and help you pursue what matters most to you in life.
Leading with a Focus on Strong Values
Anchored in strong Christian values, we come together to share with our clients more than the temporal benefits of financial planning. We foster growth and forge connections. Our shared values guide us on a journey that's as much about service and building relationships as it is about building financial futures.
Contact Us
Contact us to learn more about how we can support your financial goals, helping you pave the way for a better future.
Our Financial Partners
Unlocking the Treasures of Financial Wellness
Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.
Contact Us
Contact us to learn more about how we can support your financial goals, helping you pave the way for a better future.
Our Approach
Explore our comprehensive services and see how Jacobs Financial can assist you in realizing your financial goals.
Our Team
Meet the Jacobs Financial team and discover how we can empower you to make informed financial decisions.