Ben Jacobs, MA, Financial Advisor - Burlington, Ontario

Michael P.

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!

J. D. ..

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

Renee L.

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 C.

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 Cvijetan
Founder & OMP of Level Osteopathy

john B.

I have some comments about the memorable young man and share them for his benefit of other investors.
Being terminal I have to arrange what is left and look after the people I'm leaving behind. A lot of "what if's". I have bombarded Ben with many questions and possible options.
Ben is a remarkable man. He has gone beyond my previous financial advisors and the call of duty. What he doesn't know isn't worth knowing.
Each time I pose a what if, tax advice for my family, he has always willingly given sound advice to minimize tax liabilities for my beneficiaries. I feel that I'm a nuisance and often preempt with apologies. He made it clear no apologies and gives good sound advice and points me in a sensible direction.
He's not just your average investment advisor, definitely not. That man is worth his salt and patience of steel. You can imagine the questions I have being terminal.
This man will not let you down as a professional . I could go on ad Infinitum.
Thank you

John Bradford and Dorothy Beyer
Fulfilment of a promise John

G.J.

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.

William P.

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.

carol B.

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.