James A. "Jimmy" Jacobs CLU, ChFC has been providing financial planning, insurance, and retirement planning services to clients in Richmond, Chesterfield, and much of Central Virginia for nearly 50 years. Over the past decade, Jimmy has been able to grow Milestone Financial Solutions, formerly Jacobs Financial Group, and build a team of highly qualified financial service professionals that are dedicated to providing investment management and strategic wealth planning to each client's unique situation. Simply put, we strive to be our client’s most trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results by focusing on what's truly important to each client.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.