Jacobs, Coolidge Company is a financial services firm based in Fort Lauderdale, FL, with over 60 years of combined experience in helping clients achieve their financial and lifestyle goals. Their team of professionals takes a holistic approach to financial planning, offering creative and comprehensive strategies tailored to each client's unique needs. With a commitment to exceptional service and a focus on collaboration, Jacobs, Coolidge Company sets itself apart by delivering a robust planning, investment, and insurance experience that supports a wide range of client needs.
Through their steadfast mission and simple process, Jacobs, Coolidge Company guides clients along their financial journey, providing bend-over-backward service and annual reviews to ensure strategies remain on target. With a team of knowledgeable and experienced professionals, they offer a range of services, including financial planning, investment management, and insurance solutions. Jacobs, Coolidge Company believes that their dedication to knowledge, service, and client satisfaction sets them apart from other financial services firms.
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