We encourage our clients to integrate existing relationships with trustees, attorneys, accountants, and other professionals to ensure that we can take a personalized approach when creating financial solutions.
We deliver innovative, customized, solutions to individuals, businesses and organizations through a team of strategic financial professionals. Products and services are offered through:
Securities America, Inc - a broker/dealer offering a wide range of investment products and the latest in technology for investors' accounts.
*JFGII - also provides life, disability, health, long term care insurance, annuities and work site benefits from a wide range of companies to seek the protection needs of clients.
As you look to the future, you can be confident that Jacobson Financial Group Investments & Insurance LLC, is committed to helping you work towards your unique financial goals. We are always striving to help you reach new heights!
* JFGII and Securities America are seperate entities
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
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