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Jacobs Financial Partners Logo
Jacobs Financial Partners CB Rank
945260
Heat Score
55
Jacobs Financial Partners is a financial planning company that provides investment and wealth management strategies to all Individuals.
Founded
obfuscation
Private Glastonbury, Connecticut, United States11-50 www.jacobsfinancialpartners.com
Advice
Financial Services
Wealth Management
Overview

Jacobs Financial Partners
Heat Score
55

Growth Score
pts
in past quarter
Heat Score 55
-2 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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About Jacobs Financial Partners

CB Rank
945260
Jacobs Financial Partners is a financial planning company that provides investment and wealth management strategies to all Individuals.
Founded
obfuscation
Private Glastonbury, Connecticut, United States11-50 www.jacobsfinancialpartners.com
Advice
Financial Services
Wealth Management

Key People

Details

Legal Name Jacobs Financial Partners LLC
Operating Status Active
Company Type For Profit
Founders  John Jacobs
Phone Number +1 860-657-8757
Contact Email frank@jacobsfinancialpartners.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that develops integrated financial strategies tailored to individuals, families, corporate executives, and business owners to manage their financial lives.
401(k) Plan Advisory and Management
Advisory and management services for 401(k) retirement plans, including plan design, compliance, administration, and participant education.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Contacts 5

Employee Profiles

News
Technology
View Tech Report

Interest Signals

TopicSurge Score
UltiPro Logo
UltiPro
88
Boca Raton, Florida Logo
Boca Raton, Florida
86
MailChimp Logo
MailChimp
81

Active Website Tech Count

19Jacobs Financial Partners is actively using 19 technologies for its website, according to BuiltWith. These include Viewport Meta, HSTS, and  IPhone / Mobile Compatible.
Sub-Organizations
Frequently Asked Questions

Where is Jacobs Financial Partners's headquarters? Jacobs Financial Partners is located in Glastonbury, Connecticut, United States.Who are Jacobs Financial Partners's competitors? Alternatives and possible competitors to Jacobs Financial Partners may include Creative Planning, Mariner Wealth Advisors, and  Charles Schwab.
Who We Are
What We Do
Helpful Links
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