Meet our team of Financial Advisors















James M. Jacobs
CLU, ChFC, CLTC


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
AIF, CLTC


David is dedicated to providing financial advice in the areas of retirement, investment, insurance and tax strategies.

>> Read More





Andrew S. Jacobs
CLTC


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

>> Read More