Our financial team is here to help you focus on current financial needs and to prepare for what may be coming down the road. It’s our business to know what’s coming next, to look at life-changing events and ongoing needs. We help you find the right approach — at every stage in your life. By keeping up with what’s available in the industry, as well as changing laws and regulations, we update your portfolio to match your objectives.
Jacobs Cohen Financial Planning Services Include:
- Family Wealth Management
- Wealth Management for Business Owners & Executives
- Individual Asset Management
“We believe every client is different. As such, you will receive high-touch, personalized services tailored for your specific needs; not a pre-packaged, pre-determined program that fits our needs. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.”