Customer Service Reviews
Testimonials
I have known Jeff for at least 25 years since meeting him at our church. He has been handling my retirement funds for at least 20 years. Prior to my retirement he advised me on where to allocate my funds in order to get the maximum return. As time went on and there were changes in the marketplace, he advised me on where to reallocate funds to take advantage of market changes. When I finally retired 10 years ago, I was very confident in the investments that had been made and was able to live comfortably on these investments. Even as changes in the market occurred after my retirement, Jeff found newer funds to enhance the returns on my investments. I had other financial advisers approach me about their investment products and when I showed them the resources that Jeff had given me, they could not compete. Jeff also does our annual taxes and is totally knowledgeable about all current tax regulations. I have been very fortunate to have been working with Jeff over the years.
- Jim T.
"Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success"
When I first met Jeff Jacobson, I was in my fifties and lacked a retirement plan. After being laid off from my research position at a major biotech company during the 2008 recession, I quickly realized that Jeff was someone I could wholly trust. He is extremely knowledgeable about investment strategies and always has my best interests at heart.
Initially, Jeff guided me toward a strategy that doubled my severance package within ten years. He also managed my inherited investments to optimize growth and reduce my tax burden. Today, in 2026, I am fully retired. My monthly investment income, combined with my Social Security benefits, fully covers my financial needs and affords me a lifestyle equal to, if not better than, when I was working—including excellent health care. Even in retirement, my investments and overall net worth continue to grow each month. Jeff still educates and guides me on investment and tax strategies to this day.
- Bill K.
"Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success"
I really enjoy working with Jeff because he is knowledgeable, efficient, and always makes me feel like a priority. He is great at answering all of my questions and gets back to me quickly whenever I need something. I also appreciate how straightforward and reasonable his fees are. Jeff makes the financial planning process easy and stress-free, and I always feel confident knowing I have someone I can rely on. I would highly recommend Jeff to anyone looking for a financial adviser who is responsive, trustworthy, and genuinely cares about his clients. I have been working with Jeff for decades.
- Tara C.
"Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success"
