At Jacobs, Kirby & Coolidge, LLC, we have professionals who provide our clients with a "Higher Standard of Care" through a comprehensive planning approach, which includes financial & estate planning, employee benefits planning and retirement planning. This team of professionals reviews, analyzes and designs the most competitive and cost effective financial solutions available in today's market. Our commitment evolves from the creative design and implementation process to personal and continual client support. We are dedicated to providing the time, thought, expertise and communication which enables us to give an exceptional degree of client service. Simply, our purpose is to enhance each client's future.
We strive for nothing less.
We have individuals licensed to sell insurance in the following states: GA, FL, NC, SD.
We have individuals licensed to sell securities in the following states: GA, FL, NC, SD, PA, NY, IN.
We cannot communicate with, nor respond to users who reside in states where we are not licensed to conduct insurance and/or securities business.
"The information provided herein is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek specific advice from their personal tax or legal counsel."
We here at Certified Planners Group, LLC specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and incom