Our mission is steadfast.
Our process is simple.

At Jacobs, Coolidge & Company business is personal.

At Jacobs, Coolidge & Company, we don’t just manage your wealth; we enrich your life. Since 1962, our mission has been unwavering: to guide you and your family toward the life you’ve always envisioned. Our RICH® Planning Experience is more than a process; it’s a promise to provide a holistic approach to financial wellness that aligns with your unique aspirations.

Why Choose
Jacobs, Coolidge & Company?

Does service really matter? We think so…..

Here, business is personal. Your dreams, goals, and financial aspirations are the heart of our mission. With the Jacobs, Coolidge & Company team, you’re not just hiring financial advisors; you’re gaining lifelong partners dedicated to helping you craft and live your ideal life. 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 what sets our organization apart is unparalleled service: Exceptional service is our baseline. We pride ourselves on our responsiveness, our anticipation of your needs, and our unwavering commitment to your success. At Jacobs, Coolidge & Company, we go beyond the expected to deliver an experience you won’t find anywhere else.

Meet the Team That Makes It Happen

With over 65 years of collective expertise and decades of dedication, our team’s deep-rooted experience in financial planning, investment strategy, and insurance solutions ensures that your legacy is in capable hands.

Experience you
Can Value

Experience You Can Trust,
A Commitment You Can Count On

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

Our legacy is built on trust, collaboration, and a deep understanding of our clients’ needs. We’re not just managing wealth; we’re fostering financial empowerment and legacy building. Choose Jacobs, Coolidge & Company for a financial partnership that transcends generations. Our professionals are more than advisors; they’re architects of your financial future. With a diverse array of specialties and advanced designations, the Jacobs, Coolidge & Company team brings together the best in the industry to build your path to financial success.

Our Difference Is In The Details. And it’s a commitment you can count on.

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