Planning for Life Podcast
Introduction to Carl Coolidge
In this first episode of the Planning for Life Podcast, you’ll meet Carl Coolidge of Jacobs Coolidge & Company in Brunswick, Georgia.
Impassioned by his work, Carl discusses the personalized and creative approach that he and his colleagues take to address all of their clients’ financial needs.
While he enjoys working with a diverse range of clients, most of Carl’s clients are small business owners and physicians. Like Carl, his clients place a high value on family. They appreciate Carl’s holistic approach, which includes planning for the cost of college and retirement.
Tune in and learn more about Carl, your new host of the Planning for Life Podcast—your source for creative financial strategies.
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Securities offered through LPL Financial, Member FINRA/SIPC. Advice offered through NewEdge Advisors, a registered investment advisor. NewEdge Advisors and Jacobs, Coolidge & Company, LLC are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Carl Coolidge – CA Insurance License #: 0I6279 | Russell Jacobs, III – CA Insurance License #: 0D13170 | Thomas C. Buchanan – CA Insurance License #: 4200301
