Jacob Gold & Associates, Inc.

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(602) 494-0444 Ext. 148 Call

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11130 N. Tatum Boulevard # I-101Phoenix, AZ 85050

Business details

Service Area

  • Ahwatukee
  • Anthem
  • Apache Junction
  • Avondale
  • Buckeye
  • Carefree
  • Cave Creek
  • Chandler
  • El Mirage
  • Fountain Hills
  • Gilbert
  • Glendale (Downtown/South)
  • Glendale (Northwest)
  • Goodyear
  • Laveen
  • Litchfield Park
  • Maricopa
  • Mesa
  • Paradise Valley
  • Phoenix (Central)
  • Phoenix (East)
  • Phoenix (North)
  • Phoenix (Northeast)
  • Phoenix (Northwest)
  • Phoenix (South Mountain)
  • Scottsdale (North)
  • Scottsdale (Old Town)
  • Sun City
  • Surprise
  • Tempe
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Investments

  • Bonds
  • CDs
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Brokerage Services
  • Financial Education Workshops

Minimum Investment

  • More than $100,000

Planning Types

  • Asset & Portfolio Management
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Investment Research
  • Retirement Account Rollover Plans
  • Retirement Planning

Certifications

  • Certified Financial Planner
  • Registered Investment Advisor

Hours of Operation

  • MON
  • 8:00am
  • 5:00pm
  • TUE
  • 8:00am
  • 5:00pm
  • WED
  • 8:00am
  • 5:00pm
  • THU
  • 8:00am
  • 5:00pm
  • FRI
  • 8:00am
  • 5:00pm
  • SAT
  • SUN

* By Appointment Only

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