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About Jacob:
Jacob joined Waterfront as a Financial Advisor in 2017. His career began in the financial services industry in 2009 with experience in retail banking and management. He enjoys working with individuals and families to create customized solutions to help achieve their goals. Jacob graduated in 2013 from Doane University in Lincoln, Nebraska with a Bachelor’s degree in Business with an emphasis in Management. Jacob and his wife Crystal have three children and reside in Olathe, Kansas. In their spare time they enjoy golfing, culinary arts and traveling with family and friends. |
We recently switched financial advisors. We researched on Google and came up with three to interview. Waterfront was our first to interview.
They did an incredible job of explaining their company and what they could do for us. They listened and answered all questions we had. We were so impressed with them that instead of interviewing the other two, we went right back in and told them we were ready to be their clients! Jacob is our advisor and he is AWESOME! If we have questions, he responds readily and always gets back to us with suggestions or recommendations. Waterfront cares about each client and their needs and is constantly watching our investments. Very informative reports are sent out quarterly. Due to moving, we have worked with three other companies. Waterfront is by far, the BEST. If you are looking for someone who listens to your needs and does what's best for your financial situation, they are definitely the company you want to invest your hard earned money with. We have found that they care about each of their clients and treat them like family. We are so thankful to be in the hands of our Waterfront family!"
-Linda R.
My mother had been with the Waterfront Wealth team for more than 20 years and was set up very well for her retirement. In her final years, I’m so grateful for Jacob Linch’s help making sure she was taken care of and that her money was handled as she wished. He listened to me when I needed support and had answers when I told him my worries. I don’t know what I would have done during those difficult times without Jacob. Now, Jacob is setting me up for my retirement, and I’m comforted knowing I’m in very good hands."
-Patricia M.
*All of the included testimonials are from current or former clients of Waterfront Advisors Inc., and no cash or non-cash compensation has been provided in return for their statements.