FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
Jones Associates creates detailed financial plans for clients using sophisticated financial strategies. We are an experienced group of highly trained professionals from a wide variety of financial disciplines. Our firm focuses on providing integrated solutions for the wealth accumulation and preservation needs and risk management needs of individuals, businesses and their owners.
Our recommendations are based on our experience and the thorough knowledge of our client's current circumstances and future goals. The financial planning process we employ includes the following steps:
Here are some of the key areas for which we can provide specialized services:
Creating and preserving your personal wealth
Build a sound financial plan for now and for your family's future
Providing financial solutions for business owners
Set up a business plan to protect your business and employees
Risk Management Strategies for Families and Businesses
Expert guidance to help you choose the best insurance to fit your needs
firstname.lastname@example.org | 800-729-6344
Join our mailing list and get news and info to support your financial goals.