Letter To My Clients


 



Dear Friends and Clients:



 



 



Being in the financial services industry over the last thirty years has been a great experience. It has given me the opportunity to meet many wonderful people. Many of you have become loyal clients and very good friends.



 



We are very proud to serve our community in the financial services industry. Many of you have referred your friends and family to us and they too have become a part of the Jacobs Wealth Management Family.



 



Our goal is to develop deep, long term relationships.  The kind of relationships that allow you, as clients, to share your important goals and dreams, things that are shared between good friends. We appreciate the trust and confidence you have placed in our firm and in me as your experienced financial advisor. We consider ourselves very blessed to be a part of your lives.



 



Again, Jan and I thank you for being such great clients. We remain committed to serving you, your family and friends through the many transitions in your lives. We look forward to life’s journey, remembering to make a living, make a life, and make a difference.



 



Larry



 



 



 



 



 



 



 



 



 



 



Securities offered through Securities America, Inc. Member FINRA/SIPC,



www.FINRA.org, and www.sipc.org, Lawrence E. Jacobs, CFS Registered



Representative. Financial Planning and advisory services offered through



Securities America Advisors, Inc. An SEC Registered Investment Advisor.



Lawrence E. Jacobs, Financial Advisor, Jacobs Wealth Management



and the Securities America Companies are unaffiliated.