FAMILY VALUES

At Jacobs Financial, you don’t have to share a last name to be family.

In fact, the firm’s mission is to treat each client – whether an individual, business owner, or professional – like family members. The same can be said for the tight-knit group that makes up the Jacobs Financial team.

Founder Jim Jacobs and sons, Andy and Dave, take pride in their professional integrity and ideals of service. Together, they foster a culture of inclusiveness and service.

“Our guiding principle is simple, really. We work together to do the right thing –for our clients, our employees, and our community,” says Andy Jacobs, Senior Partner & Wealth Management Advisor.

For the Jacobs Financial team, the “right thing” consists of a three-pronged approach. They leverage their expertise, strategies and quality products, and exceptional service to change their clients’ lives.

Expertise

Jacobs Financial’s knowledgeable professionals and support staff work together to maximize the resources required to provide clients with strategies to help them meet their financial needs.

Strategies And Quality Products

The team uses a one-on-one process to analyze each client’s unique situation and offer products of lasting value to provide them with long-term strategies to help meet their needs.

Exceptional Service

Service that Excels is Jacobs Financial’s trademark. They provide consistent, responsive service that’s underscored by the dedication of their staff and our commitment to provide strategies that reflect the expressed interests of their clients.

Long-time employee Jody Reese has enjoyed being a part of the Jacobs Financial family and is grateful for the honest, friendly work environment and relationships that have developed over the years.

“With their encouragement, I have been able to develop my skillset while truly helping people,” said Jody.

In addition to being dedicated to their clients, the entire Jacobs Financial team works to foster strong relationships within the community. Through volunteerism and philanthropy, they strive to make the St. Cloud Area a better place. Kiwanis, Kids Fighting Hunger, Junior Achievement, St. Cloud Area Family YMCA, St Cloud Public Safety Foundation, Central Minnesota Habitat for Humanity, Anna Marie’s Alliance and March of Dimes of Central Minnesota are some of the nonprofits they have supported.

As they celebrate their 50th Anniversary, the Jacobs Financial team looks back to its early inspriation from Jim’s father-in-law, David Willmore, and all of the challenges incurred along the way. For the Jacobs’, it always comes back to family.

“When Jim was diagnosed with cancer in 1999, Andy and I decided to join the firm and continue the family legacy,” said Senior Partner and Wealth Management Advisor David Jacobs. “And we know we would not have been successful if it weren’t for the support of our families, clients, and employees. For that, we are very grateful.” •

50th

ANNIVERSARY CELEBRATION

Jacobs Financial invites the Central Minnesota business community to their 50th Anniversary Chamber After Hours on Thursday, September 14, 2023 at their office at 1407 33rd Street South, St. Cloud.

Jacobs Financial is a family-owned financial services firm that builds strong relationships with its clients while helping them build a legacy of sound financial practice.