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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 the 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 chart

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 starting point, they offer a variety of products and services to manage a client’s financial well-being.

 

  1. Goal Identification
  2. Data Gathering
  3. Strategic Analysis
  4. Solution Development
  5. Implementation Strategies
  6. Review

Services Offered

Business Solutions

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Business Retirement Plans

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Business Insurance Products

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Employee Education & Benefits Communications

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Employee Benefits

Personal Solutions

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Wealth Management & Investment Advisory Services

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Investment Strategies

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Insurance & Retirement Strategies

Contact Jacobs Financial to get started.

They look forward to meeting with you.

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Contact

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Great River Federal Credit Union does not offer securities and investment advisory services.  CRI Securities LLC, Securian Financial Services, Inc., North Star Consultants, Inc., and Jacobs Financial are not affiliated with Great River Federal Credit Union. 

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 Underwriter Performance. 

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, member FINRA/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 Broker Check. 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.
2457287/DOFU 3-2019

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