Marc Jacobson & Associates - Northbrook, Illinois

Address: 425 Huehl Rd #16B, Northbrook, IL 60062.
Phone: 74987181.
Website: mjateam.com
Specialties: Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 99 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Marc Jacobson & Associates

☎️74987181

⏰ Open Hours of Marc Jacobson & Associates

Monday: 5 AM–6 PM
Tuesday: 5 AM–6 PM
Wednesday: 5 AM–6 PM
Thursday: 5 AM–6 PM
Friday: 5 AM–6 PM
Saturday: Closed
Sunday: Closed

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👍 Reviews of Marc Jacobson & Associates

Marc Jacobson & Associates - Northbrook, Illinois

Ed J.

5/5

Marc & his team are superb. Their attention to every detail is better than any other company I have ever dealt with. Always a step ahead with checking in, reminders, or taking care of paperwork for clients to make things easy. Whenever I call with a question or what to do about something, they immediately take care of it themselves. Very personal service. Marc and everyone are extremely invested in the interests of what is best for their clients and it shows in everything they do. I have worked with Marc for probably around 15 - 20 years and have only the best things to say about him. Highly, highly recommend.

susan B.

5/5

Marc Jacobson and Associates has handled most of my financial needs for many years. Marc has been my primary contact during this time for personal medical Insurance and investment programs. Marc and his staff are always available to answer any questions and concerns that I have and they always do this in a timely manner. Marc is constantly evaluating the investment program that I am on and is quick to point out any changes that may work better for me. I have been extremely happy with the service that I have received over the years and would recommend that others look at Marc’s products and services and evaluate them as they feel they may meet their needs.

Danny G.

5/5

Quite simply, Marc Jacobson is one the most amazing professionals there is. Period. For over 20 years I have entrusted Marc to handle all of my retirement and insurance needs and I have recommended him to as many people as I can. Why? Because Marc has a purpose that is higher than himself - Marc (and his entire team) wake up everyday with one purpose in mind: to make sure their clients’ financial security is set. Every recommendation they offer, every piece of advice they give, every decision we make serves that purpose. While Marc serves thousands of clients, he is somehow (and miraculously) always available. Call or text him and he’ll call or text you right back. He shows up to every meeting exactly on time and is efficient and effective with the time he spends with you. He calls when he says he’ll call; follows up with everything you ask of him and is never too busy to answer even the simplest of questions. What’s more amazing is that Marc has created this same culture throughout his entire organization. For over 2 decades, everyone I’ve ever spoken to has had the same drive, responsiveness, follow-up and most importantly - purpose. If you are reading this review, then wait no longer - call Marc and give yourself the greatest gift you can: the comfort and peace of mind in knowing that you’re financial security is set.

Kathleen P.

5/5

Marc is exceptionally good and knowledgeable at what he does...he has guided me to financial security & I have trusted him every step of the way.
I have always been able to get in touch with him for any reason & he keeps in contact with me always.
I’ve known him for almost 25 years.. he looks a little older but his energy level has not changed a bit! Even his associates are the kindest & most patient people..
Marc Jacobson & Associates are a Godsend to me.

Stacey G.

5/5

Marc and his team have taken care of my SEP plan for over 10 years now. Marc has consistently met with me to let me know how my investments are doing! He takes a personal interest and I know my retirement fund is in the best of hands! Cara is a wonderful right arm to Marc and is great with follow up! I highly recommend Marc and his team!

Karen F.

5/5

Marc and his team are exceptional to work with on financial planning. He is very knowledgeable and willing to work at your pace. My husband and I have a very packed schedule and he is always flexible to meet and accommodate our availability. He follows-up with any questions you might have and works extremely hard to help you meet your goals.

Tim L.

5/5

Marc and his team helped me on a disability case. After my initial meeting with Marc, I realized his expertise on this subject. There are many nuances and complexities that go into these types of policies and Marc did a great job of explaining them all to me. Throughout the process, the entire team was thoroughly engaged which just reinforced my decision to work with them in the first place. I can’t say “thank you” enough to Marc and the whole team for making a difficult time in our life become more tolerable. It will only take meeting Marc and his team one time to know how much they care about their clients and how passionate they are about helping others!

Marlene J.

5/5

I met Marc Jacobson several years ago. My entire life I could not bring myself to trust someone to invest my savings. My Mom passed and I knew I had to do something. I met Marc and the knowledge he has in this field is extraordinary. Not just that, but he gives you the confidence to believe him due to this knowledge. He was patient with me because I was so busy I couldn't find time for my personal interests. It was such a blessing I made the time. He and his staff give excellent service! Please take a minute and talk to Marc. You will be so happy you did!
Marlene