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Our financial advice team


Eric Jacobs

Eric Jacobs

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
The Jacobs Financial Group
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 62 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies

Interests

  • My family is very important to me, therefore I enjoy spending time with them
  • One of my favorite things to do outside of the office is golf
  • I enjoy hiking and exploring new places
  • I'm a fan of all sports

Awards & recognition

  • Ameriprise Circle of Success, 1993-2020
  • Ameriprise Hall of Fame, 2019

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Science - Financial Management, Bob Jones University, 1992
Newsletter

to receive my newsletters and other financial and market information

Community participation

  • Food Gatherers of Ann Arbor, MI https://www.foodgatherers.org/