Jacobs Financial Services LLC
800 East Ellis Road, Norton Shores, MI 49441
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About the Business
Jacobs Financial Services LLC is a finance institution located at 800 East Ellis Road in Norton Shores, Michigan, United States. The institution specializes in retirement planning and helping clients create personalized financial roadmaps to achieve their retirement goals. The team of qualified financial advisors, led by President and CEO Tom Jacobs, has over 25 years of experience in the insurance and financial industry.
Tom Jacobs believes in straightforward and direct communication when working with clients to develop retirement income strategies. The institution recommends reviewing financial roadmaps annually to make any necessary adjustments. Clients in West Michigan and surrounding areas can schedule a meeting with one of the advisors to start working on their retirement roadmap.
The institution offers a complimentary copy of Tom Jacobs' book, "Retirement Domination: Play to Win With Your Retirement," which shares his personal journey in creating income strategies for retirement. With a focus on providing steady and reliable income streams through fixed insurance products, Jacobs Financial Services LLC helps individuals create retirement strategies tailored to their needs and objectives.
The team includes experienced Insurance Producers like Mike Bouma, Elise Marvin Monroe, Ray, Phil, Amy, and Director Amber, who are dedicated to helping clients navigate the retirement planning process. They hold various degrees and certifications in insurance and financial planning and are committed to putting clients' needs first.
Whether it's developing retirement plans, managing existing client relations, or overseeing general operations, the team at Jacobs Financial Services LLC is dedicated to empowering clients to achieve their retirement goals and create a stress-free financial future. Contact the institution today to start working on your retirement roadmap.
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