JACOBS COOLIDGE AND CO

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Professionals, you can take meaningful, manageable steps toward developing an integrated strategy to help you work towards a secure financial future. Since your financial situation is bound to change, we work with you over time to and help ensure you are on track while pursuing your goals... At Jacobs, Coolidge & Company, we don't just manage your wealth; we enrich your life. Since 1962, our mission has been unwavering: to guide you and your family toward the life you've always envisioned. Our RICH® Planning Experience is more than a process; it's a promise to provide a holistic approach to financial wellness that aligns with your unique aspirations.

Primary location: Charleston United States