About Us:
What We Do
For over 15 years Jacobsen Financial Consulting has worked closely with Businesses, Farmers and Individuals providing personalized financial strategies that are designed to accumulate wealth, minimize risk, and protect the most important assets.
Our Commitment
With offices in Camrose and Viking and Sub-Branches in Meeting Creek and Beaumont, we are positioned to serve a large part of the Central Alberta Region.
If you are one of the millions of busy families, making it hard to find time to sit down with a Financial Planner, don't worry, we understand! We accommodate even the busiest calendars. We will come to you.
What Makes Us Different
At Jacobsen Financial we take pride in offering professional, personalized service with a focus on developing long lasting relationships. As independent brokers, our loyalty lies with our clients. We are dedicated to providing flexibility and stability.
Our reputation is built on integrity and trust. It is important that you fully understand your plan the same way we do. This allows you to feel confident in your personal plan, but also in us, your Advisors.
We are in the business of relationship building, and bringing a "small town" approach to Financial Planning. We are committed to long term service and look forward to implementing every stage of your plan with you. At Jacobsen Financial Consulting, we feel that the greatest introduction you can give us, is to your children and grandchildren.