Focused Attention and Dedicated
Support at Every Stage of Life

I met Anna a few years back when my portfolio was handed to her. She is the best person I have worked with. Looking out for us financially is her job and she does it well. But having a wonderful personality to go with it, makes it that much better. She is very professional in our working relationship but I would also consider her a friend. She makes you feel that way. Very comfortable. Very much at ease. Along with that comfort, probably the most important thing in a relationship is the trust. And once you meet her, sit down with her, that trust is there. And it continues to grow over the years. Thank you Anna.”

Anna provides a level of customer service to her clientele that creates a feeling of comfort and understanding that many other businesses lack. Which is why I highly recommend her to my friends and acquaintances.

As a client that has worked with Anna Jacobs as well as her remarkable sister Laura for well over 30 years, I couldn’t be happier. Anna not only has a through education of the current financial world her communication skills are over the top. Anna was clearly a trend setter like her sister in devising smart ways for me to invest. I had no apprehension from the start. When Anna took the reins many years back, she like her sister, maintained honesty and integrity coupled with confidence and intelligence. Anna was also able to rise to the occasion whenever necessary. This resulted in no worries or apprehension on my end because of being able to develop and maintain trust. I look forward to many more years working with Anna and continuing to pursue my financial needs. She is a team player and like Laura is generous with her knowledge and I couldn’t be happier.

We started out financial savings when we were in our late 20’s. At that time, we could only afford $50.00 a month and were not sure just how to invest. We were fortunate to find Laura Jacobs, who was around our age and understood our limited budget and lack of knowledge about investing. Every year, we would put a little bit more into saving for our future. As her office grew, so did her staff. She added her sister Anna Jacobs to her team and we continued to save for our retirement. When Laura passed away suddenly, we were shocked and saddened since we considered her a friend and didn’t know how we were going to move forward with our retirement. Anna Jacobs stepped up to the plate and continued her sister’s vision for our future. She would review and make recommendations for changes to our plan, always keeping in touch with us about possible shifts in our portfolio. It was a very smooth transition and Anna has proven herself every bit as competent and knowledgeable as her sister. Now 30 years later, we are transitioning into our retirement years, and feel fortunate that we had a team behind us that helped us work towards our financial future.