About Jacob Gold & Associates, Inc. (JG&A)
Reviews for Jacob Gold & Associates, Inc. (JG&A)
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Jacob Gold & Associates, Inc. is a small financial boutique firm located in Scottsdale, Arizona. The founder, Jacob Gold, is a CERTIFIED FINANCIAL PLANNER™ practitioner and adjunct professor of finance at Arizona State University. The team believes that financial literacy is the foundation for all financial plans. For over 15 years, the firm has had the opportunity to work with clients towards securing their retirement goals. They are described as having "total dedication" and caring about clients on both a personal and business level. The team stays up-to-date with markets and global happenings, and is easily accessible to clients. Clients are very pleased with the firm's guidance and the support provided by the office staff.
My wife and I have been clients of Jacob Gold for years. He is a very knowledgeable and transparent CFP. His staff is quick to respond as well as he is. We set up a plan for retirement with his suggestions and we have done well. He explains his suggestions well and is a very good listener. I can't say enough about our confidence and trust in him.
I have been with Jake and his team since the early 2000’s. I feel totally confident with this team to handle my financial needs. Jake is also very interested in his clients on a personal level. I have recommended Jacob Gold and associates to my friends.
I started with Jacobs father and then with Jacob for over 35 years. He is professional, knowledgeable, and truly cares about the financial success of his clients. I trust him implicitly and he has an incredible staff.