JUDICIOUS CREATIVE COLLABORATIVE

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  • scenic view

About Us

There are other countless financial services firms to choose from. Is there a difference? We think so. Importantly, the difference is not the products. All licensed representatives can offer insurance and investments.We believe what sets our organization apart is knowledge and service. Jacobs, Coolidge & Company, LLC provides bend-over-backward service.

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Our Process

Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why we take a wholistic needs-based approach to financial planning. Our RICH® Planning Process will ensure that you get on course to achieve your goals and dreams and to remain on course as life happens.

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Products & Services

At JCC, LLC we offer a wide range of services to provide you with the flexibility you've been searching for. Our advisors make choosing the right products for your unique situation easier than ever before. Having served our clients since 1962 and with access to a network of resources, we are well-equipped to guide you through a complex, changing world of risk and opportunity. 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck