Jeffrey R Jacobs

Who is Jeff?

Jeffrey R. Jacobs, CPA is a seasoned financial advisor with a deep-rooted commitment to personal relationships and tailored solutions. He thrives on helping individuals and small businesses achieve financial clarity, optimize their wealth, and navigate life's financial hurdles with confidence. Jeff believes in providing proactive, personalized guidance and custom-crafted strategies that align with each client's unique goals and aspirations.

What Jeff Can Do For You?

Jeff offers a comprehensive suite of services designed to empower you financially. His expertise encompasses:

Personal Financial Planning

• Developing a personalized roadmap to financial success
• Goal setting and budgeting
• Retirement planning and investment strategies
• Tax planning and optimization
• Estate planning and insurance review

Investment Strategies

• Customized portfolio management
• Risk assessment and analysis
• Asset allocation and diversification
• Regular performance review and optimization

Business Consulting

• Financial analysis and reporting
• Operational cost optimization
• Business valuation and succession planning
• Strategic financial guidance for entrepreneurs

Where is Jeff?

Jeff's office is located in sunny Miami, Florida, but his reach extends far beyond geographical boundaries. He builds strong, personal relationships with clients across the United States and beyond, providing valuable guidance and support wherever he can.

Our Shared Journey

Jeff recognizes that financial planning isn't just about numbers. It's about understanding your dreams, anxieties, and aspirations. He takes the time to listen, understand your individual circumstances, and work alongside you to create a roadmap for financial success. He believes in empowering you to take control of your financial future and achieve your dreams.

More Than Just Numbers

What sets Jeff apart is his genuine care for his clients. He treats them like valued partners, not just accounts. His unwavering attention, personalized approach, and commitment to ethics and integrity have earned him the trust and loyalty of his clients.