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Jacobs Financial

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Proactive Strategies

for a solid future

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manage the changing face of life

Our Mission

your success is our only mission

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  3. Our Mission

Our Mission

The Mission of Jacobs Financial, a family-owned financial services firm, is to serve individuals, families, business owners, and professionals like our own, providing financial strategies to help meet their lifetime financial goals. By operating with professional integrity and ideals of service, we establish strong relationships with clients while building a legacy of sound financial practice, together.

Goals 

  • To treat our clients like members of our family
  • To remain accessible to our clients via electronic or personal contact
  • To maintain, at minimum, yearly account reviews with our clients
  • To design financial strategies with the flexibility to respond over a client's lifetime
  • To continue our professional education, thereby, increasing our value to clients
  • To recommend products solely on the basis of client need, compatibility, risk tolerance
  • To build and manage clients' wealth to secure the growth of a financial legacy for heirs
  • To build confidence in our services such that clients recommend us to friends and families

Beliefs and Values

  • We believe our services will improve clients' lives
  • We believe our clients deserve attention, dignity, respect and honesty
  • We believe our clients have the right to peace, happiness, improved quality of life, financial security, and creation of a financial legacy
  • We believe our clients can best define and reach their goals with our professional assistance
  • We believe in the integrity of the family unit and in its continuation and contribution to society
  • We believe in sound, Christian values

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Jacobs Executive Center
1407 33rd St S
St Cloud, Minnesota
56301
North Star Resource Group
2701 University Ave SE
Minneapolis, Minnesota
55414
 
  •  Tel: (320) 217-6006
  •  Toll Free:
  •  Fax: (320) 217-6005
  •  info@jacobs-financial.com
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  •  

This website may contain articles or information that is a general discussion of federal tax laws and strategies that may benefit a taxpayer. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. Financial professionals do not provide tax or legal advice. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation.

Jacobs Financial, an affiliate of North Star Resource Group, both of which are independently owned and operated offer their own suite of products and services entirely independent of Securian.

Certain individuals associated with Jacobs Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Jacobs Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

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