What TLJ Financial Management means for me: guidance,security, devotion, descisions made with an honest heart and quick minds; looking out for the best interests of the business as well as personal; direct and no bullshit; never short but to the point; gets you to a solution; smart descisions not big gamblers; takes ownership when things are done right and even when they're not.

-Stephen

About Us

Marc Jacoby, a Certified Financial Planner for over 25 years, began leading the team in late 2009. With his experience in accounting and financial management, he brings a passion for helping people and making a difference in their lives. Standing by Terry’s side as she built the business, Marc understands like none other the special gifts she possessed that made her so unique and successful. He is committed to carrying on this tradition.

The experienced staff at TLJ Inc. comes from a variety of financial and business backgrounds. In addition to having the necessary skills and an extensive experience, our enthusiastic and diverse group of people are committed to your continued financial growth and security. Each devoted to providing you with individualized and exceptional service and care that all of TLJ clients/family have come to depend on.

“Terry could see farther ahead than all of us, TLJ is still here, helping me accomplish my dreams and set new goals and show the rest of the world what a business management family can do when we care as much about each other as we do about the money.”
-Martha