Jacobs, Coolidge & Company, LLC
Categories
InsuranceFinancial Planning & ServicesInvestments
Hours:
8:00 a.m. - 5:00 p.m.
Driving Directions:
We are located on beautiful St. Simons Island at the Shops at Demere. Once you enter the complex, we are located on your left side in the stand alone building closest to the road.
About Us
Our mission to help our clients and their families live the lives that they desire. Through the design and implementation of creative and comprehensive financial strategies customized to your unique needs, we’ll lead you through a holistic financial planning experience along your financial journey.
Rep/Contact Info
View Personal Bio
Carl Coolidge, AIF, C,(k)P
At JCC, our goal is to provide our clients with a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our team of Financial Professionals, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to and help ensure you are on track to achieving your goals.
Carl Coolidge, AIF, C,(k)P
Financial Life Advisor
- Phone: (912) 265-2876
Russell Jacobs, III, CFP, CLU, ChFC
Russell Jacobs, III, CFP, CLU, ChFC
Certified Financial Planner
- Phone: (912) 265-2876