Anne Jacobs

Director Of Client Relations at Linea Private Wealth Management - Atlanta, GA, US

Anne Jacobs's Colleagues at Linea Private Wealth Management
Howard Katz

Co-Founder/Managing Partner

Contact Howard Katz

Anne Jacobs's Contact Details
HQ
770-731-8500
Location
Atlanta Metropolitan Area
Company
Linea Private Wealth Management
Anne Jacobs's Company Details
Linea Private Wealth Management logo, Linea Private Wealth Management contact details

Linea Private Wealth Management

Atlanta, GA, US • 5 - 9 Employees
Financial Services

Independent Advice Delivered With Integrity and Care At Linea Private Wealth Management, we understand the complex challenges successful families, retirees and business owners face when it comes to properly managing their wealth. Beyond the numbers, we approach our clients with compassion and with only one desire—the desire to do our best work, without thought of pay. Our job is to assist you in making financial and investment decisions that positively impact your family now and in the future. We've built a team of specialists who can work with you in whichever area(s) you need assistance. From comprehensive planning to insurance reviews to investment management, we have the core competence necessary to help you move forward with confidence. Securities offered through LPL Financial, Member SIPC www.SIPC.org. Investment advice offered through IFG Advisory, LLC a registered investment advisor. IFG Advisory, LLC, and Linea Private Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.lineawealth.com

Comprehensive fee-based Financial Planning Business Succession Planning Estate Planning Retirement Planning Insurance Planning/Risk Management Traditional Investments (Stocks Mutual Funds ETFs Alternative Investments Education Planning
Details about Linea Private Wealth Management
Frequently Asked Questions about Anne Jacobs
Anne Jacobs currently works for Linea Private Wealth Management.
Anne Jacobs's role at Linea Private Wealth Management is Director Of Client Relations.
Anne Jacobs's email address is ***@lineawealth.com. To view Anne Jacobs's full email address, please signup to ConnectPlex.
Anne Jacobs works in the Financial Services industry.
Anne Jacobs's colleagues at Linea Private Wealth Management are Wesley Heinrichs, Howard Katz, Jacob Lammie, Justin Davidson and others.
Anne Jacobs's phone number is 770-731-8500
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