Ben Jacobs, MA, Financial Advisor 3153 Walkers Line B, Burlington, ON L7M 0E1

Ben Jacobs, MA, Financial Advisor





22 Reviews




Ben Jacobs, MA, Financial Advisor 3153 Walkers Line B, Burlington, ON L7M 0E1




About the Business

Ben Jacobs |

Contacts

Call Us
+19053992365
3153 Walkers Line B, Burlington, ON L7M 0E1

Hours

Features

  • Wheelchair-accessible parking lot
  • Wheelchair-accessible entrance
  • LGBTQ+ friendly
  • Onsite services
  • Online appointments
  • Appointment required
  • Wheelchair-accessible washroom
  • Washroom




Recommended Reviews

Kelly Maniateas
19.09.2023
Ben Jacobs, MA, Financial Advisor
As an owner of a Business Coaching Company we hear a lot of challenges with our clients. However, there always seem to be one consistent complaint……how do I find talent and keep them!After meeting with Ben Jacobs I quickly realized the value he provides! He thinks outside the box, has proven strategies that increase attraction and retention of talent, and goes beyond what is expected in service!What sets Ben apart is the fact that he looks to educate his partners, not just transact with them. In spending time with Ben I felt connected, cared for, and validated in the knowledge that he brings to the table.We know that there are 3 questions we have in working with any company:1. Do you care about me?2. Can you help me?3. Can I trust you?I can say the answer to all 3 is a definite yes and if you’re looking to provide higher service to your organization then connect with Ben today!Sincerely,Kelly ManiateasCEO/FounderIntegrative Coaching Solutions
Michael Paul
14.09.2023
Ben Jacobs, MA, Financial Advisor
Ben is extremely knowledgeable and provides clear explanations of complex financial concepts. One thing that sets Ben Jacobs apart from other financial advisors I've worked with in the past is his dedication to his clients. He genuinely cares about his clients financial success and is always looking for ways to help them improve their financial situation. Overall, I would highly recommend Ben to anyone looking for a knowledgeable and trustworthy financial advisor. He is simply the best!
G.J.
08.09.2023
Ben Jacobs, MA, Financial Advisor
My name is Glen and I had the pleasure of dicussing my insurace needs with Ben Jacobs. My what a breath of fresh air he was! No presure was applied to try and force any financial product. I found his answers to be very helpful, honest and he clarified important questions I had. I would highly recommend using Ben for you insurance requirements.
Renee Langendoen
01.09.2023
Ben Jacobs, MA, Financial Advisor
I am the owner of a small painting business. Last year I started shopping around for group benefits for my team. I received quotes from 3 different insurers. It was an overwhelming process as everyone had different options to chose from and had different requirements that our company had to meet in order to qualify. Because our team is so small, it was hard to find the right package to suit our needs.When I had a conversation with Ben Jacobs from Primerica, he assured me that he would be able to offer us a package that would suit our companies needs. We sat down together and he went over the details of how the plan worked and all of our options. I was relieved and excited to finally find something that worked for our small business.Not only did he help me find a solution, but he met one on one with each employee and set them up with a package that suited their own individual needs. He explained to me that he will also do the same for every future eligable employee moving forward as well as offer support to our HR department in getting them set up.Ben was a pleasure to work with and I look forward to our continued future business relationship.
Stefan Cvijetan
25.08.2023
Ben Jacobs, MA, Financial Advisor
I had the pleasure in speaking with Ben and it is clear education is the root of his practice and solution orientated procedures when it comes to addressing both insurance and finance. Ben will partner with you, and I promise he will become one of your greatest assets.Stefan CvijetanFounder & OMP of Level Osteopathy
carol b
22.08.2023
Ben Jacobs, MA, Financial Advisor
My husband and I were very pleased with Ben's professional advice, and impressed by the time and attention he gave to solving a unique financial problem. I highly recommend his services.
Lori McNeil-Chong / McNEIL DESIGN GROUP INTERIORS
11.08.2023
Ben Jacobs, MA, Financial Advisor
Ben Jacobs is a knowledgeable and dedicated Financial Specialist and Educator focused on partnering with Entrepreneurs & Corporate Teams to retain their talented Employees through important benefits that increase the symbiotic relationship between Employer and Employee.Ben expertly guides both Parties through a hands on education and dialogue,  strategically leveraging the positives of the Group Benefit options best for the Company and Employees.I would highly recommend engaging Ben Jacobs to set in place Group Benefits for your Team!
Geoff Gamble
06.08.2023
Ben Jacobs, MA, Financial Advisor
It was great to have Ben set me on the right path to getting finances for the business in line and planning for the future!!! Highly recommend!!
William Porter
23.07.2023
Ben Jacobs, MA, Financial Advisor
Top-Notch! Look no further on who to trust with your investments. Ben is very knowledgeable and professional with a heck of a back swing on the golf course. I've been investing with Ben for many years and will continue for many more.
J. D .
18.07.2023
Ben Jacobs, MA, Financial Advisor
Our Company and myself personally has had the pleasure of working with Ben.He is extremely knowledgeable, has great energy ,very positive ,forward thinking and just amazing all around!!We want to say thanks Ben for all the work you do with our company and personal investments.Look forward to many more years of working together and highly recommend

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3153 Walkers Line B, Burlington, ON L7M 0E1
Ben Jacobs, MA, Financial Advisor