Great River FCU is excited to build a new relationship with a reputable financial services
firm like Jacobs Financial to give our members more tools for their finances.
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, business owners and professionals like they are members of our own families. We set out individual goals for our clients that pertain to their unique situation. Their well-rounded financial approach that puts their clients on a pathway toward financial security and success breaks down into a sequential six-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 such as:
Personal Needs Solutions
- Wealth Management & Investment Advisory Services
- Investment Strategies
- Insurance & Retirement Strategies
Business Needs Solutions
- Business Reirement Plans – request proposal
- Business Insurance Products
- Employee Education & Benefits Communications
- Employee Benefits
Call or visit their website to schedule an appointment to talk with one of their Advisors.
They look forward to meeting with you.
Main: (320) 217-6006