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COBEY JACOBSON & GORDON INC is a top financial management firm that has been serving clients for over 25 years with expert financial advice and guidance. With a team of experienced and knowledgeable advisors, they have gained a reputation as a reliable and trusted financial expert in the industry.
How Does the Advisor Help Clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Assists clients in achieving their financial goals and objectives
- Offers a wide range of financial services to meet the diverse needs of clients
- Strives to build long-term relationships based on trust, transparency, and professionalism
Facts and Insights
COBEY JACOBSON & GORDON INC currently manages over $500 million in assets under management and has a team of 15 experienced advisors. With over 25 years in the business, they have amassed a wealth of knowledge and experience in the financial industry, making them a valuable resource for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 25 years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning and optimization
- Estate planning
- Risk management
- Business planning and consulting
Client Types
- High-net-worth individuals
- Corporate executives
- Business owners
- Retirees
- Non-profit organizations
- Families
Fees & Compensation
As a fee-only financial firm, COBEY JACOBSON & GORDON INC does not earn commissions or receive any other form of compensation from third parties. Their fees are transparent and based on a percentage of assets under management, ensuring alignment with the clients’ interests. They also offer hourly and fixed-rate services for certain financial planning needs.
Background
The team at COBEY JACOBSON & GORDON INC is comprised of highly qualified and experienced professionals who hold various industry designations and licenses. They continuously strive to enhance their expertise through ongoing education and training, staying up-to-date with the latest market trends and regulations.
Financial Advisor Disclosures to Know
As a registered investment advisor, COBEY JACOBSON & GORDON INC is required to disclose any potential conflicts of interest and any disciplinary history. They have a clean record with no regulatory actions or sanctions, ensuring clients that their best interests are always the top priority.