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Client Portal

We recognize that in order to help you pursue your financial goals, it requires a deep commitment from not only your dedicated Wealth Advisor but our entire staff here at Jacobi Wealth Advisors.

Our commitment to our client’s financial well-being permeates our entire organization. We have a highly trained and experienced staff, many of whom have been with the firm for a number of years.

We have all experienced frustrating situations where our phone calls are rerouted overseas, we are passed around to three voicemails or we sit and wait for days to get an answer to a simple question.

Our clients expect a great customer service experience, to that end, we strive to deliver the following:

  • When you call our office during normal business hours, you will speak with a live person that is located within our very office
  • Our staff will always act in a courteous and professional manner
  • We offer same day response time to answer questions and resolve issues
  • We may not always have an answer to your question or concern immediately, but we will work diligently to provide answers promptly
  • We will work with you to coordinate your Strategy and Tactical review meetings on a regular basis
  • When you visit our office, you will find a warm and friendly, first class working environment
  • Your personal and financial information will be safeguarded with the highest level of confidentiality
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