Jacobson & Breen Wealth StrategiesAn Independent Firm
 
 

"Personalized Wealth Strategies"



Jacobson & Breen Wealth Strategies   


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WHAT MAKES US UNIQUE?

Our Mission is to focus on personal relationships and superior service, while inspiring our clients to make confident, informed financial decisions today and strategically plan for tomorrow.

WHAT OUR FIRM VALUES? 

  • A strong commitment to the community. 
  • Treating clients like family.
  • Accessibility.
  • Independence.
  • Working as a team for our clients.
  • Proactive, holistic, goal based wealth management.
  • Living life by design rather than by default.

Jacobson & Breen Wealth Strategies An Independent Firm
201 Keller St.
Petaluma, CA 94952
Phone: 707-763-0354
Fax: 866-214-8591
Toll-Free: 800-388-1280
1801 E. Bristol Street
Elkhart, IN 46514
Phone: 574-264-0621
Fax: 574-264-0609
Contact Us

Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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