Beth Jacobs

Investment Advisor Representative at Family Legacy, Inc. - Greenville, SC, US

Beth Jacobs's Colleagues at Family Legacy, Inc.
Patrice Sebastian

Chief Compliance Officer and Director of Forensic & Valuation Services

Contact Patrice Sebastian

Alyssa Book

Tax, Compliance, and Litigation Support Professional

Contact Alyssa Book

Kathy Edwards

President & CEO of Family Legacy First

Contact Kathy Edwards

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Beth Jacobs's Contact Details
HQ
864-233-0808
Location
Greenville, South Carolina
Company
Family Legacy, Inc.
Beth Jacobs's Company Details
Family Legacy, Inc. logo, Family Legacy, Inc. contact details

Family Legacy, Inc.

Greenville, SC, US • 10 - 19 Employees
Financial Services

What does your money represent? Perhaps a car payment, dinner at a Main St. Bistro or maybe a new pair of shoes? Why not a ten-day trip to the Far East? A college education for your newborn? A significant contribution to your favorite charity or contributing to your financial independence? At Family Legacy, we've been helping our clients plan their financial futures since 1995. Our clients receive personal, professional and discreet counseling tailored to their individual needs. We'll help you define your risk tolerance and invest your money based on your individual asset allocation. We'll help you take care of the people that matter most to you, and protect what you've worked so hard to attain. We'll ask individualized questions, listen to your answers then help you to meet your financial goals. This profile is intended as an overview of services provided by Family Legacy, Inc. Please do not interpret anything in our profile or any referenced links as a specific strategy or recommendation to your specific financial plan. We encourage you to contact one of our professionals with any questions related to your individual situation. Thank you for taking the time to learn more about what we do.

Wealth Management Investment Management Tax Planning Charitable Planning Business Tax Planning Retirement Planning Disability Insurance Life Insurance Long-term Care Insurance Business Planning 401(k) Plans Financial Planning Financial Services Financial Advisory Services
Details about Family Legacy, Inc.
Frequently Asked Questions about Beth Jacobs
Beth Jacobs currently works for Family Legacy, Inc..
Beth Jacobs's role at Family Legacy, Inc. is Investment Advisor Representative.
Beth Jacobs's email address is ***@falegacy.com. To view Beth Jacobs's full email address, please signup to ConnectPlex.
Beth Jacobs works in the Financial Services industry.
Beth Jacobs's colleagues at Family Legacy, Inc. are Patrice Sebastian, Christopher Brown, Jim White, Remington Layne, Alyssa Book, Kathy Edwards and others.
Beth Jacobs's phone number is 864-233-0808
See more information about Beth Jacobs