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Investments

Planning for your future, matters.

We are proud to have a relationship with a local insurance, investment, and retirement planning firm to provide our members with additional resources to meet their financial services and wealth management needs.

Jacobs Financial Logo

Planning Your Path to Financial Independence

Established, Rooted & Serving the St. Cloud Community

Located in St. Cloud, Minnesota, Jacobs Financial is a family-owned financial services firm with 50 years of experience and dedicated service. Through a deeply relational approach, they aim to treat each client — individual, family, business owner, professional — like a family member. Founder James (Jim) Jacobs and sons, Andrew and David, take pride in their professional integrity, strong values and ideals of service.

MEET THE TEAM

Personal and Business Financial Services

From personal to business financial planning, Jacobs Financial’s comprehensive services make them your one-stop destination for financial guidance.

Evolving Plans for Changing Financial Landscapes

Their financial plans are versatile roadmaps, tailored to your life’s ever-changing landscape. They craft personalized strategies that align with your goals and, through a focus on education, empower you to make informed financial decisions.

PERSONAL SERVICES

Strategic Business Planning Aligned with Your Goals

They craft strategic business solutions that align with your company’s retirement, investment, and insurance needs. They are here to guide you toward well-informed decisions that help shape a prosperous future.

BUSINESS SERVICES

Trusted Solutions for Every Life Stage

With Jacobs Financial, you can have a dedicated team — that knows you well — supporting you at every life stage. Through relational service and growth-minded solutions, you can trust them to help you pursue all your current and future financial goals.

Starting On Your Financial Journey

Growing and Expanding Wealth

Nearing
Retirement

Enjoying
Retirement Life

THE APPROACH

A Plan & Guidance Tailored to Your Values & Goals

Their relational, growth-minded approach also involves taking the time to understand your current financial landscape. They’ll comb through every detail you provide, including bank and investment statements, wills, trusts, insurance policies, liabilities and more. This step enables us to plan out your best-fit path forward.

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Contact

Learn more about how Jacobs Financial can support your financial goals, helping you pave the way for a better future.

LET'S CONNECT

Contact Information:

320-217-6006

1407 33rd Street South
St Cloud, MN 56301

Disclosures:

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisors LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
 
Registered Representative offering securities and advisory services through Cetera Advsior Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LL), member INRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
 
Investments are: Not FDIC/NCUSIF insured, May lose value, Not financial institution guaranteed, Not a deposit, Not insured by any federal government agency.
 
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
 
The site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks.