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.