Jones Financial

Jones Financial Services is a reputable financial services provider dedicated to delivering accuracy, timeliness, and insight in all our dealings. With our headquarters in Columbia, we have been serving a diverse clientele for over two decades. Our team of experienced financial advisors is committed to offering informed tax preparation, sound financial advice, and empowering our clients to achieve financial freedom.

Accuracy, Timeliness, and Insight

At Jones Financial Services, our primary goal is to provide an accurate picture of our clients' financial situations. This enables them to operate with reduced stress and increased profit. We achieve this objective by offering personalized tax filing assistance, replete with a human touch and precision that surpasses do-it-yourself software. For businesses, we offer services that thoroughly assess overall financial health, providing clear, digestible, and actionable reports on a regular basis.

Tax Preparation and Financial Advice

As a proud Dave Ramsey Endorsed Local Provider (ELP), we share Dave's vision of offering informed tax preparation and sound financial advice. Our team is knowledgeable and experienced in helping clients navigate even the most intricate financial challenges. Our services include tax preparation, accounting, and bookkeeping, all geared towards ensuring accurate financial records and promoting overall financial health.

Dedicated and Experienced Team

Our team comprises dedicated and experienced financial advisors who possess the knowledge and expertise to help clients overcome complex financial challenges. We understand the importance of accurate financial records and their impact on overall financial health. At Jones Financial Services, we are proud to be a Dave Ramsey ELP and offer exceptional customer service, providing a broad spectrum of financial services.

Meet Our Owner - Yvette Jones, CPA

Yvette Jones, CPA, is the founder and owner of Jones Financial Services. With over two decades of accounting experience, Yvette has audited various governmental agencies, private businesses, and non-profit organizations. She is a tax specialist who customizes her services to meet the unique needs of each client. Since forming her firm in 2007, Yvette has assisted numerous entities with maintaining good records, obtaining proper licensing, business loans, and compliance with various taxing authorities. Yvette received her Bachelor's of Science in Accounting from Hunter College, City University of New York, and her Masters of Business Administration (MBA) specializing in Finance from Ashford University. She holds CPA licenses in both New York and South Carolina.

Meet The Team

Jones Financial Services was founded on the belief that workmanship and open communication are the keys to customer satisfaction. We strive to deliver a superior level of service, reliability, and flexibility tailored to our clients' unique needs. Our team is experienced, motivated, and dedicated to prompt and accurate communication. We guarantee an immediate response to any concerns, emergencies, or additional services that you may require.