Skip to main content

Jacobs Financial

  •  Tel: (320) 217-6006
  •  Toll Free:
  •  Fax: (320) 217-6005
  •  
  •  

Jacobs Financial

  • Home
  • Products and Services
    • Business Needs Solutions
    • Personal Needs Solutions
  • About
    • About
    • Our Mission
    • Associates
    • Community Involvement
  • Client Center
    • My Wealth Link
    • Account Access
    • Privacy Policy
  • Contact 
    • Newsletter Signup
    • Tell a Friend

Proactive Strategies

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

  Previous   Next

    You are here

  1. Home
  2. About
  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

About

  • About
  • Our Mission
  • Associates
  • Community Involvement

Book a Meeting

Tell a Friend

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
  •  
  •  

This information should be not considered as tax or legal advice. Specific tax and legal consequences should be verified by your tax advisor and legal counsel.
North Star Consultants, Inc. - Insurance Products & Services. CRI Securities, LLC - Securities & Investments. Securian Financial Services, Inc. - Variable Products & Securities.

Jacobs Financial and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its 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") and CRI Securities, LLC, registered broker-dealers and investment advisors, memberFINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Jacobs Financial are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC’s behalf, please contact Securian at 1-800-820-4205.

1819433/DOFU 06-2017

© 2019 Jacobs Financial. All rights reserved.

Website Design For Financial Services Professionals