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Services

How We Work

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

Investment Management

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jeff@jfgii.com  |  (636) 692-5710