Over 7 years ago, Jones Financial group wanted its roots in our current location, committed to serve as a local financial services firm, helping clients like you with sound advice about financial planning and investing. We are proud of the partnerships we have developed by living and working in this community. It has been a pleasure to host free educational workshops on financial and economic topics and give back by supporting local organizations that make a difference.

In keeping with our values-based philosophy, our approach to financial planing and asset management continues to revolve around our core values:

Partnership – Alight our strategies with your goals and values

Knowledge – Encourage lifelong learning via personalized consultations and free workshops.

Community – Engage and give back to our community.