Investments
Planning for your future, matters.
Great River Federal Credit Union does not offer securities and investment advisory services. Securian Financial Services, Inc., North Star Consultants, Inc., and Jacobs Financial are not affiliated with Great River Federal Credit Union.
We are proud to have a relationship with a local insurance, investment, and retirement planning firm to provide our members with additional resources to meet their financial services and wealth management needs.
Let us introduce you to their team and what they do.
Located here in St.Cloud!
Who They Are
Jacobs Financial is a family owned financial services and wealth management firm based in St. Cloud, MN. Since 1973, Jacobs Financial has committed to providing financial strategies to help the lifetime goals of our clients. Their team takes a holistic wealth management approach to your financial future. Your financial needs are handled with the care and attentiveness you deserve.
What They Do
Their mission is to serve individuals, families, and business owners like they are members of their own families. They set individual goals for their clients based on their unique needs. Their well-rounded approach puts their clients on a path toward financial security and success. See the 6-Step Process below.
6 Step Process
They use this process to lay out the specific framework of each client’s unique path to financial security and success. Using the client’s current financial situation as a starting point, they offer a variety of products and services to manage a client’s financial well-being.
- Goal Identification
- Data Gathering
- Strategic Analysis
- Solution Development
- Present Implementation Strategies
- Review
Financial Professionals do not provide tax or legal advice and this should not be considered as such. Please consult a tax or legal professional for advice regarding your specific situation.
Services Offered
Business Solutions
Business Retirement Plans
Business Insurance Products
Employee Education & Benefits Communications
Employee Benefits
Personal Solutions
Wealth Management & Investment Advisory Services
Investment Strategies
Insurance & Retirement Strategies
Contact Jacobs Financial to get started.
They look forward to meeting with you.
Contact
Main: 320.217.6006
Toll Free: 866.747.6006
Fax: 320.217.6005
[email protected]
www.jacobs-financial.com
Visit
Jacobs Executive Center
1407 33rd Street South
St. Cloud, MN 56301
Not FDIC/NCUSIF Insured – Not a Deposit Product – No Credit Union Affiliate Guarantee – May Lose Value – Not a Condition of Any Credit Union Service – No Guarantee of Insurance
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 and 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. 4653089/DOFU 4-2022
The Client Relationship Summary (or Form CRS) contains important information regarding products, services, and fees. Click here to learn more.
