Jacobsen Financial Consulting Inc. was founded in 2008 when Stephanie D. Jacobsen, BA, CAFA®, CFP® branched out on her own to provide independent full service Financial Planning solutions to her clients in the Camrose area. As the need for professional financial planning services grew, Jacobsen Financial expanded to include additional Associate Advisors and in 2020 a satellite office opened in Viking, Alberta. At Jacobsen Financial we understand that Financial Planning is not 'one size fits all' and we pride ourselves on providing personalized professional services to our clients, both in-office and in-person at their homes.
Financial Planning consultations are with a Certified Financial Planner® (CFP®) or a Qualified Associate Financial Planner™ (QAFP™) and may include review of existing financial plans, creation/implementation of a new financial plan, financial analysis of divorce or separation agreements, analysis of business proposals (buying/selling), or new business planning. Consultations are also an excellent option for farm and other business owners who wish to discuss succession planning. Our advisors are active members of the Canadian Association of Farm Advisors (CAFA®).
Insurance - Investments - Advice
Stephanie D. Jacobsen BA, CAFA®, CFP®
https://www.linkedin.com/in/stephanie-d-jacobsen-95b
Craig Potter, CAFA®, QAFP™
https://www.linkedin.com/in/craig-potter-8905b819b/
Company Details
- Employees
- 3
- Founded
- -
- Address
- 4802 50 Ave, Camrose,alberta T4v 0r9,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- jacobsenfinancial.ca
- Keywords
- Financial Planning, Wealth Management, Insurance, Investments, Business Plans, Farm Planning, Estate Planning, Succession Planning, Financial Analysis, Business Proposals, Life Insurance, Health & Dental Benefits, Mutual Funds, Segregated Funds, Retirement Planning, Savings, Education Savings.
- HQ
- Camrose, Alberta
- Competitors
- The Bethany Group, Engraving Masters Inc..
Jacobsen Financial Consulting Inc. Questions
Jacobsen Financial Consulting Inc.'s website is jacobsenfinancial.ca
Jacobsen Financial Consulting Inc.'s LinkedIn profile is https://ca.linkedin.com/company/jacobsen-financial
Jacobsen Financial Consulting Inc. has
3 employees.
View email and phone details for 3
employees at Jacobsen Financial Consulting Inc..
Jacobsen Financial Consulting Inc.'s industry is
Financial Services
Jacobsen Financial Consulting Inc.'s top competitors are
The Bethany Group,
Engraving Masters Inc..
Jacobsen Financial Consulting Inc.'s categories are Financial Services
Jacobsen Financial Consulting Inc.'s founding year is 2008
