JONES FINANCIAL
Updated 842 days ago
PO Box 1608 Eau Claire, WI 54702-1608
Jones Financial is an independent advisory firm. We act as a fiduciary for our clients. As a fiduciary, our advice and recommendations are always in your best interest. In addition, practicing as a "fee-only" advisor means we do not receive compensation based on product sales. We sell no products. We offer you our advice for a fee. There are no hidden fees, no hidden agendas...
We have a limited number of clients so we have time to provide close personal attention to each individual...
Do you have a written plan forecasting income and expenses in retirement to ensure you don't run out of money? Have recent changes in your life created uncertainty about your financial future? Do you understand the risks of your investment portfolio? Do you have family members you want to care for after you are gone? At Jones Financial, we help you answer these questions.
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