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.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Securities offered through Cetera Advisor Networks 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.
This site is published for residents of the United States only. Financial professionals of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every financial professional listed. For additional information please contact the financial professional(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.CeteraAdvisorNetworks.com.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Check the background of this firm on FINRA’s BrokerCheck.
