Does service really matter?

We think so: Most of our new clients are referred to us by our existing clients.

There are countless other 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.  

Conference Room meeting

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.