Welcome to JRC Legacy Partners, LLC
At JRC Legacy Partners, our mission is to support, build, protect, and preserve our client's income through analysis, design, and implementation of our business philosophy, our systems, and our service. JRC Legacy Partners LLC has the ability to meet the standards of high net-worth individuals, successful professionals, business owners and retirees.
Client Centered
Our business is built on a foundation of thoughtful client relationships.
About Us
Family-owned and operated, JRC Legacy Partners, LLC was created in 1988 (formally Marc Jacobson & Associates, LLC) 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 took a purpose-driven approach to keep customers in the forefront. He started every client relationship with the question, “What does financial security look like to you?” and used their answers to pave the way to complete financial security. Our founder has helped thousands of clients journey toward financial security. That legacy lives on today.
JRC Legacy Partners, LLC has roots in assisting clients to financial independence while maintaining personal service and excellence in the industry. What separates JRC Legacy Partners, LLC from others is our group of experienced financial professionals and the time we make to precisely understand your financial goals.