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Adam Jacobs
Business Name:
Adam Jacobs - Holistic Financial Advisor
Business Description:
I provide comprehensive financial guidance to individuals, business owners and their families to build and protect their wealth and leave the legacy they want.
How Business Creates Value:
Every client should be treated as family, and deserves the right to peace, dignity, financial security, and the creation of a financial legacy. We can accomplish this together through personalized advice, including: Financial Planning Retirement strategies Investment management Asset Protection Insurance – life, disability, and long-term care Wealth accumulation and distribution Debt management Employee benefit programs Tax minimization strategies Education funding and more...

Credentials

  • Life, Accident, and Health Insurance Licensed
  • FINRA Series 7 Registered
  • FINRA Series 66 Registered

Interests

  • Business owners
  • Foster families
  • Blended families
  • Sports community
  • Community impact
  • Health Care Professionals
  • Attorneys
  • Soccer