Bridgehead Financial Group, LLC
500 Huber Park Court
Weldon Spring, MO 63304
- Investment Management
- Financial Planning
- 401K Plans
- Roth IRA
- 529 Education Plans
- Life Insurance
- Disability Income
- Long-Term Care Insurance
- Tax Preparation
Hours of OperationMonday - Thursday 8:30a - 4:30p; Friday 8:30a-2:30p Closed on most Saturday and Sundays. Will do occasional evening and weekend appointments.
EXPERIENCE. Jeff Jacobson has been a Financial Advisor since 1998 and has operated a full-service Financial Services and Tax Preparation firm in O'Fallon area since 2003. Since 2010, he has helped Supervise a Branch of Financial Advisors housed throughout the country. In February 2021, Bridgehead Financial Group was born when he took over as sole Branch Manager.
Our firm specializes in helping individuals and business owners develop sound retirement strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. To help address this we focus on sound money management.Our services include Investment Management, Financial Planning and Insurance solutions, as well as tax preparation services for our clients and referrals. Our clients include individuals, families and small business owners from across the area and country.
�We Help You Invest for the Future & Protect Against Uncertainties�