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Submitted URL: http://jacobyoungfinancial.com/
Effective URL: https://www.jacobyoungfinancial.com/
Submission: On January 25 via api from US — Scanned from DE
Effective URL: https://www.jacobyoungfinancial.com/
Submission: On January 25 via api from US — Scanned from DE
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(831) 722-3625 Menu * Home * About Us * Our Services * Our Team * Our Process * Mission, Vision, Values * Articles * Contact * Insights * JYF Webinars * Tax Efficiency Planning * Retirement Planning * Estate Planning & Life Transitions * Insurance * Wealth Management * Tax * Money * Tools * Account Access * Tax Resources * Glossary * All Calculators * Events * COVID-19 Information * CARES Act * Details on the Tax Deadline Extension * Market Behavior & the Economy * Pullbacks, Corrections, and Bear Markets * Roth IRA Conversion in the ERA of COVID-19 * Inherited Accounts Under the CARES Act * 7 FAQs About the 2020 Stimulus Check WEALTH MANAGEMENT Learn more ESTATE PLANNING & LIFE TRANSITIONS Learn more TAX EFFICIENCY PLANNING Learn more RETIREMENT PLANNING Learn more JACOB YOUNG FINANCIAL SERVICES Clarity | Balance | Growth Jacob Young Financial has been committed to serving individuals, families and businesses in the Santa Cruz area and beyond since 2000. We are dedicated to developing life-long relationships with our clients through comprehensive financial guidance, independent advice and personalized service. As one of the most respected independent financial planning firms in Santa Cruz County, our reputation thrives on our high-level of client satisfaction. We offer all-encompassing services and provide ongoing financial planning advice and wealth management to bring clarity, balance and growth to your financial future. From growing your wealth to planning for your family’s future, Jacob Young Financial is striving to become Santa Cruz County’s preeminent investment planning firm. Learn more LOOKING TO LEARN MORE? Name Email Address Phone Question Thank you! Oops! CONTACT Jacob Young Financial Services Office: (831) 722-3625 Toll-Free: (888) 236-2766 Fax: (831) 722-6033 17 Aspen Way Watsonville, CA 95076 Send an Email QUICK LINKS * Retirement Planning * Wealth Management * Estate Planning & Life Transitions * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Securities America Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities offered through Securities America, Inc., member FINRA/SIPC, Jacob Young, Registered Representative. CA Life Insurance License # 0B91297. Advisory services offered through Securities America Advisors Inc. Jacob Young Financial and the Securities America companies are not affiliated. Securities America and its representatives do not offer tax or legal advice. These services coordinated with a qualified third party. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.