Empowering You to Achieve Your Financial Dreams
At JG&A, we are dedicated to helping our clients align their wealth with their life goals. Our team of experienced professionals is committed to providing personalized financial planning and wealth management services designed to help you achieve your goals.
Our Team
Our team is comprised of experienced professionals who are dedicated to providing exceptional service to our clients. Meet our team members:
- Jacob H. Gold, CFP: Chairman and Chief Investment Officer
- Michael Cochell, ChFC: President
- Ida Chaidez: Office Manager and Assistant
- Cindy Mercado: Para Planner and Assistant
- Kelvin Gold: Chief Media Manager
What We Do
At JG&A, we believe that financial wellness is a vital component of a fulfilling life. That's why we offer a comprehensive suite of financial services designed to help you achieve your goals. Our services include:
- Wealth Management: We work with our clients to create a personalized financial plan that helps them achieve their goals.
- Financial Wellness: Our goal is to help you acquire, use, and control your financial resources more efficiently.
- Podcast: We offer a podcast that provides valuable insights and tips on personal finance and investing.
Our Philosophy
At JG&A, we believe that financial planning should be tailored to each individual's unique circumstances. We take the time to get to know our clients and understand their goals and concerns. Our financial planning process is designed to help you achieve your goals, whether it's saving for retirement or planning for a specific goal.
Awards and Recognition
We are proud to have received numerous awards and recognition from reputable organizations, including:
- Five Star Wealth Manager Award: We have received this award for our excellence in financial planning and wealth management.
- Forbes Best-In-State Wealth Advisors: We have been recognized as one of the top wealth advisors in the country by Forbes Magazine.
What to Expect
At JG&A, we are committed to providing exceptional service to our clients. Here's what you can expect from us:
- Personalized Service: We take the time to get to know our clients and understand their goals and concerns.
- Comprehensive Financial Planning: We create a personalized financial plan that helps you achieve your goals.
- Ongoing Support: We provide ongoing support and guidance to help you stay on track to achieving your goals.
Financial Expertise and Personalized Service
Reviewers praise Jacob Gold & Associates for their exceptional financial expertise and personalized service. The team, led by Jacob Gold, demonstrates a deep understanding of market trends, global events, and the psychological factors that influence investments. This comprehensive approach has yielded impressive results for clients, who appreciate the team's dedication to securing their financial goals.
Consistency and Quality of Service
Consistency is key to building trust with clients, and Jacob Gold & Associates excels in this regard. Reviewers attest to the team's unwavering commitment to delivering high-quality service, even during times of market turmoil. Jacob's team is characterized by their ease of access, responsiveness, and professionalism.
Personality and Interpersonal Skills
The testimonial from T. Boone highlights Jacob's exceptional interpersonal skills, describing him as the "nicest person I have ever met." This attribute, combined with the staff's friendly phone manner, makes for a pleasant and collaborative experience.
Conclusion
In summary, Jacob Gold & Associates are distinguished by their exemplary financial expertise, personalized service, and exceptional interpersonal skills. Clients appreciate the team's dedication to securing their financial well-being and report a consistent, high-quality experience.
Be the first to review Jacob Gold & Associat.
Write a Review
