That's why we're dedicated to empowering every client with the know-how to make sound financial decisions today, tomorrow, and beyond. Jacob Gold & Associates, Inc. is an independent financial planning firm located in Scottsdale, Arizona that is dedicated to providing wealth management and financial wellness to both individual investors and corporations.
You never want to run out of money before you run out life. Whether it's right around the corner or decades down the road, our comprehensive suite of services and dedication to financial education can help you achieve the lifestyle goals you desire for life today and retirement tomorrow.
You never want to run out of money before you run out life. Whether it's right around the corner or decades down the road, our comprehensive suite of services and dedication to financial education can help you achieve the lifestyle goals you desire for life today and retirement tomorrow.
Services
By the time I was 10 years old, I wasn't dreaming about becoming a doctor or a police officer. Instead, I knew I wanted to help people in a different way. That's why I became a financial planner, just like my father and grandfather. While clients may have been surprised to see a 10-year-old apprentice sitting in on meetings, for me it was a time to take in the experience and passion evident in my father's practice.
Whether it's around the corner or decades down the road, our comprehensive suite of services and dedication to financial education can help you achieve the lifestyle goals you desire for life today and retirement tomorrow. We believe your retirement spending goes in stages. Between traveling, vacationing and making large purchases, you'll find your first few years of retirement to be your most expensive.
Emoney provides clients with a personalized and engaging experience through the use of interactive financial planning tools. You will be able to connect outside accounts like credit cards, bank accounts and 401-k accounts. You can also create a budget and a retirement plan all through eMoney. Cetera Advisor Networks via NetXInvestor provides online access to your investments accounts held at Pershing, LLC.
I bring over 20 years of experience in the investment and financial industry to my position as President of Jacob Gold & Associates, Inc. Here, I'm responsible for the operations and growth of our firm. Just like Jacob, I enjoy sharing my knowledge and experience in the field through financial education.
Serving as Senior Vice President of Jacob Gold & Associates, Inc., I bring over 20 years of experience as a financial adviser and branch manager to the team. In my position here, I offer personalized, comprehensive financial guidance to clients looking for investment strategies, retirement planning and wealth preservation.
