Family-owned and operated, Marc Jacobson & Associates was created nearly 30 years ago because our founder realized the true need for outstanding financial support and customer experience. Our intention is to make sure your financial security is set and that you are supported with the appropriate customer service.

Marc Jacobson takes a purpose-driven approach to keep customers in the forefront. He starts every client relationship with the question, “What does financial security look like to you?” and uses their answers to pave the way to complete financial security. Our founder has helped thousands of clients journey toward financial security.

Founded in 1988, Marc Jacobson & Associates has roots in assisting clients to financial independence while maintaining personal service and excellence in the industry. What separates Marc Jacobson & Associates from others is our group of experienced financial professionals and the time we make to precisely understand your financial goals.