Vincent Jacobs Email & Phone Number

As an Edward Jones financial advisor, I believe it is important to first understand what is most important to my clients so that we can establish goals and objectives before making investment recommendations. It is also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.I specialize in portfolio construction, capital advisory and risk analysis for investment allocations. In that, my goal is to consistently deliver world class customer service resulting in client experiences and investment performance that exceeds my client’s expectations.Whether you are preparing for retirement living in retirement, saving for college for children or grandchildren, or trying to prepare for and protect the financial future for you and those most important to you, we’ll use an established process to build personalized strategies to help you reach your goals. Then we’ll partner together over the long term to keep you on track.When I’m not advising clients, I enjoy spending time with my wife and our two fur babies. I’m also and active member of my community through participation and leadership in various organizations.Common planning areas:• Saving for retirement (IRAs, 401ks, SEP, SIMPLE, Defined Benefit, etc.)• Retirement income planning• Estate considerations• Education planning for children and grandchildren (529, custodial, etc.)• Life, Long Term Care, disability insurance reviews• Debt and cash flow management• Emergency fund planning and budgeting• Gifting strategies and charitable intent/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Financial Analysis, Strategic Planning, Wealth Strategies, Retirement Planning, and 32 others.