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Jones Tax & Financial Services, Inc. has been a trusted partner for individuals and families seeking financial guidance and expert advice for over three decades. Founded in 1985 by Judith Jones, the company has evolved to become one of the most respected and renowned financial services firms in the country. In 1996, her daughter, Deborah Jones, took the reins, carrying on the family legacy and expanding the firm's services to meet the ever-changing needs of its clients.
Our mission is to provide personalized, professional guidance to help individuals and families achieve their financial goals, achieve their retirement dreams, and protect their financial well-being. Our team of experienced professionals has a deep understanding of the complexities of personal finance, and we pride ourselves on our expertise in investment, insurance, tax, and estate planning. Whether you're just starting out, nearing retirement, or simply looking to optimize your financial situation, we're here to support you every step of the way.
At Jones Tax & Financial Services, we believe that building strong relationships with our clients is essential to achieving our shared goals. Our dedicated team of professionals is committed to providing exceptional service, answering your questions, and addressing your concerns. We understand that every client is unique, with their own set of circumstances, financial goals, and aspirations.
Services
We offer a comprehensive array of financial services, carefully designed to help you achieve your financial objectives. Our services include:
- Retirement Planning: We'll help you create a customized retirement plan tailored to your needs, goals, and budget.
- Investment Management: Our team of experts will work with you to develop an investment strategy aligned with your investment goals and risk tolerance.
- Estate Planning: We'll help you create a comprehensive estate plan, ensuring the distribution of your assets according to your wishes.
- Insurance Services: Our insurance experts will help you select the right insurance products to protect your wealth, income, and loved ones.
- Tax Planning: We'll work with you to minimize your tax liability, maximize your savings, and ensure compliance with tax regulations.
Our Philosophy
At Jones Tax & Financial Services, we're driven by a set of core values that guide our approach to financial planning:
- Trust: We believe that building trust is essential to our relationship with our clients. We're committed to being transparent, honest, and fair in all our dealings.
- Honesty: We strive to be truthful and transparent in all our interactions, always putting our clients' interests first.
- Integrity: We're committed to ethical behavior, upholding the highest standards of professionalism and integrity in all our dealings.
Get Started
We invite you to explore our website, learn more about our services, and experience the Jones Tax & Financial Services difference. Our team of experts is ready to work with you, providing personalized guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Overall Experience
The review highlights the trust and satisfaction of the customer with the company's services, specifically with their tax and investment planning.
Key Strengths
- Personalized Service: The company is praised for treating customers like family, indicating a high level of personalized service and attention.
Long-term Relationship
The reviewer mentions that they have been with the company for decades, implying a long-term and successful partnership.
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