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Milestone Financial Solutions

10108 Krause Road | Suite #201
Chesterfield, VA 23832
Phone:
  • 804-768-0541
Welcome to Milestone Financial Solutions, formerly known as Jacobs Financial Group-   OUR... Read More

Are you ready to plan for a financially secure future?

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

Take The First Step

Welcome to Milestone Financial Solutions, formerly known as Jacobs Financial Group-

 

OUR MISSION IS TO HELP YOU REACH THE MILESTONES IN YOUR LIFE!

 

Milestone Financial Solutions reputation is built on our long-term commitment to the financial planning process, our focus on our clients and their unique needs, and responsible financial management. We seek to uphold the highest standards of objectivity and ethical behavior.

"Our clients come from all walks of life, different areas of the world, and represent all ages. What they share is the realization that they can and should coordinate today's financial decisions in order to realize the best tomorrow has to offer."

We help our clients reach their milestones by assisting them in the evaluation and proper management of their financial resources.

 

“We help our clients to reach the financial milestones in their lives.  Whether buying or selling a home, buying, starting or selling a business, funding college, protecting estates and assets, or planning for retirement; for 47 years we have helped thousands of people in these areas of their lives. The name change is to better define what we do, and to create a firm for continuity in the future”

 

Financial Planner, Financial Advisor, Financial Consultant, in Chesterfield Virginia Jimmy Jacobs

 

To learn more about me, my company and the valuable work we can do for you, e-mail us, call our office or sign up for a no obligation appointment here on my Web site using the "Appointment Sign-up" link. We'll work together to help you reach your goals.

 

       Thanks for visiting!

       James A. "Jimmy" Jacobs, CLU, ChFC

 

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