THOMAS JONES FINANCIAL

Our mission is to provide individuals and businesses with professional management of investment accounts and effective financial planning advice. We achieve our mission by offering clients low costs, choice, and personal service... Unlike many firms who refer you to other professionals, we provide legal and tax advice to investment and financial planning clients... Your income tax return tells us a lot about your financial situation. We prepare individual income tax returns for many of our investment management clients. We pay special attention to beneficiary designations, capital gain issues, and location of investments between taxable and tax-deferred accounts.

Also known as: Thomas Jones Financial LLC

Primary location: Shores United States