We do not operate by call centers. Our service is based one-to-one personal attention. We have a relationship with you. We research and plan according to your individual needs, not a bulk, one-size-fits-all mentality. Learn more about our New Client Process. Whether you have $5,000, $500,000 or even more, we will treat you with the same dedication, disciplined advice and one-on-one service.
We welcome everyone and would love to talk with you. Schedule your free financial consultation today. Individual stocks and investments can be up one day and down the next. That is why we practice asset diversification. We help you spread out your portfolio among many quality asset classes to minimize risk and protect your money.
We welcome everyone and would love to talk with you. Schedule your free financial consultation today. Individual stocks and investments can be up one day and down the next. That is why we practice asset diversification. We help you spread out your portfolio among many quality asset classes to minimize risk and protect your money.
Services
Richard Jacobs is the chief investment officer for The Jacobs Financial Group. He has been an independent financial advisor since 2001. Mr. Jacobs primarily focuses on comprehensive financial planning and fee-based asset management for individuals and small businesses. He is currently registered in the state of Texas and is able to do financial planning and fee-based asset management for clients in most states.
If you live in the Houston metro area we can easily meet in person at your convenience. Alternatively, regardless of your location, we can meet through a telephone call or video conference using GoToMeeting. Many of my clients prefer to meet with GoToMeeting because it saves time and we can meet anywhere at anytime at their convenience as long as a broadband internet connection is available.
We offer independent financial advice and we serve you in a fiduciary capacity - we serve your interests ahead of own and we reveal any conflicts of interest that we may have. See our Firm Brochure which outlines our qualifications, experience, and discloses any conflicts. Yes, we are an independent registered financial advisor firm.
The Jacobs Financial Group respects your right to privacy. We have always been committed to securing the confidentiality and integrity of your personal information. We are proud of our privacy practices and want our current and prospective customers to understand what information we collect and how we use it.
What is a financial advisor? Do I need a financial advisor? These are some questions you may be asking yourself as you try to find a financial advisor. You may even wonder how to find a financial advisor and what qualities to look for when trusting someone with your investments. We provide financial advice or guidance to you based on your needs and goals.
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