Why Choose Us? It’s Personal.

We have the experience and commitment you can count on.

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 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.

Conference Room meeting

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.

Broker Check Logo