AM
Client Services Administrator
BC
Client Service Administrator
JT
Account Manager, Client
NS
Financial Associate & Advisor
KN
Financial Advisor
MG
Financial Planner
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Jacob Young Financial
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
195 Aviation Way Ste 101, Watsonville, C...Phone Number
(831) 722-3625Website
www.jacobyoungfinancial.comRevenue
<$5 MillionIndustry
About Jacob Young Financial
Jacob Young Financial Services specializes in personalized wealth management and financial planning, serving individuals, families, and businesses primarily in the Santa Cruz area since 2000. The firm is dedicated to building long-term relationships with clients through comprehensive financial guidance and independent advice. Their services include investment management, retirement planning, estate conservation, and tax-efficient planning, among others. With a team of experienced industry experts, they aim to streamline clients' financial situations into cohesive, customized plans.Explore more
Jacob Young Financial Org Chart
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Frequently Asked Questions Regarding Jacob Young Financial
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Jacob Young Financial Services specializes in personalized wealth management and financial planning, serving individuals, families, and businesses primarily in the Santa Cruz area since 2000. The firm is dedicated to building long-term relationships with clients through comprehensive financial guidance and independent advice. Their services include... Read More
