St. Cloud, MN – August 6, 2024
Falcon National Bank and Jacobs Financial announce a partnership to provide an expanded set of banking, financial, insurance, and investment options to their customers.
“As trusted advisors to our customers, with a continued focus on helping them succeed financially, we identified a need to offer options within Wealth Management, Trust, and Insurance services,” says Mark Nettesheim, Chief Sales Officer, Falcon National Bank. “Recognizing Jacobs Financials' outstanding reputation, we immediately identified them as a preferred partner. They are a third-generation family-owned business that has operated with integrity and excellence for over 50 years.”
Falcon National Bank, with six branches in central Minnesota and northern metro, has built a strong reputation as a community-focused institution. Renowned for championing small businesses, actively giving back to the community, and delivering personalized service, Falcon National Bank stands out as a trusted partner for every customer.
"Jacobs Financials' dedication to exceptional service and lasting relationships aligns perfectly with Falcon’s mission," says John Herges, CEO of Falcon National Bank. "Their talented, customer-centric team will bring added value to our customers and communities through this partnership."
Jacobs Financial, headquartered in St. Cloud, is a family-owned financial services firm with 50 years of experience. Offering personalized financial planning and investment options, insurance, as well as retirement benefit packages for small business.
"When customers come to us seeking investment and financial planning advice, we take the time to understand their values and goals to create a holistic plan that supports what matters most to them," says *Dave Jacobs, senior partner at Jacobs Financial. "The team at Falcon National Bank shares this approach.”
Recently, opening a new office location in Maple Grove, Jacobs Financials' expanded footprint is a strategic move to service more of central Minnesota.
"This partnership allows us to better serve our customers by providing a reliable resource when their bank doesn't offer products and services that meet their goals," says *Andy Jacobs, senior partner at Jacobs Financial. “We are excited to partner with Falcon to offer our customers trusted banking solutions to complete their financial foundation"
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Falcon National Bank is a trusted community bank and preferred SBA lender, offering a full range of business and personal banking services, including checking and savings accounts as well as SBA, equipment finance, mortgage and commercial loans. Dedicated to supporting their local communities, Falcon National Bank and its employees actively donate their time, talent, and resources. With locations in St. Cloud, Foley, Richmond, Ham Lake, Isanti, and Maple Grove, Falcon National Bank is here to meet all your banking needs. For more information, visit FalconNationalBank.com.
Jacobs Financial provides comprehensive financial planning and investment management solutions with a focus on personalized service. As an affiliate of Cetera, we leverage extensive resources and investment options. Our partnership with NorthStar Resource Group ensures access to specialized expertise and industry knowledge, offering clients top-tier advice and support. We build long-term relationships based on trust, integrity, and a deep understanding of our clients' unique financial needs. Whether planning for retirement or managing investments, our team is here to guide you every step of the way. 1407 33RD SREET S, ST CLOUD, MN 56301
Visit Jacobs-Financial.com for more information.
North Star Resource Group is a Minneapolis-based financial services firm that provides both individuals and businesses with the resources to help create, preserve and protect their wealth. North Star has more than 192 full-time advisors and over 178 employees. In a network of 42 offices in over 20 states, they have contributed to the financial security and well-being of over 140,000 individuals and small businesses**. To learn more about North Star Resource Group, visit www.northstarfinancial.com.
Registered representatives offering securities through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Investments are: Not FDIC/NCUSIF insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency.