Our mission is steadfast.
Our process is simple.

At Jacobs, Coolidge & Company business is personal.

Since first opening our doors in 1962, we’ve made it our mission to help our clients and their families live the lives that they desire. Through the design and implementation of creative and comprehensive financial strategies customized to your unique needs, we’ll lead you through a holistic financial planning experience that will empower you along your financial journey, until you reach your destination.

Why Choose
Jacobs, Coolidge & Company?

Does service really matter? Consider this...

There are other countless financial services firms to choose from. Is there a difference? We think so. Importantly, the difference is not the products. Many licensed representatives can offer insurance and investments.

We believe what sets our organization apart is knowledge and service. Jacobs, Coolidge & Company, LLC provides bend-over-backward service. We respond to your questions in a timely manner. Whenever possible, we work to anticipate your needs. We develop a blueprint for our clients and then conduct annual reviews to confirm that your strategy remains on target and to reinforce the value of the choices you have made.

We believe that’s what sets us apart.  And we think you’ll agree.  

Our Team

The entire JCC Team is dedicated to helping our clients and their families achieve their financial and lifestyle goals and we have over 60 years of combined experience to assist you in building it.

Experience you
Can Trust

The Power of Experience

Having served our clients since 1962, the JCC team is positioned to lead our clients toward a variety of financial goals.

Taking a team approach to your success, we believe in each other — and in the value of collaboration. Each professional on our team combines extensive client service experience with a number of advanced designations and unique areas of specialization. Together, we deliver a first-class planning, investment, and insurance experience that supports a wide range of client needs, from within one dedicated personal financial management team. 

That's our difference.
And it's a commitment you can count on.

Contact Us

Send us a message and we'll be in touch.