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Business Profile

Financial Planning Consultants

Jones Advisory Group, LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

Visit Website(785) 215-6675Write a Review

About

Overview

Jones Advisory Group, LLC

2951 SW Woodside Dr

Topeka, KS 66614-4181

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Jones Advisory Group, LLC has 2 locations, listed below.

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    BBB Accreditation & Rating

    BBB Accreditation: None

    To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

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    About This Business

    Jones Advisory Group provides financial advisory services, including personal wealth planning, Medicare guidance, and business transition services. The company assists clients with investment strategies, income planning, and tax considerations. Insurance products are offered separately from investment advisory services.

    Years in Business: 18

    Products and Services

    This company offers an independent financial advisory firm that focuses on income, tax, and IRA planning for pre-retirees and retirees.

    Business Details

    Local BBB:
    BBB of Midwest Plains
    BBB File Opened:
    10/18/2011
    Business Started:
    5/1/2008
    Business Incorporated:
    5/8/2008
    Type of Entity:
    Limited Liability Company (LLC)
    Business Management:
    Megan Jones, President

    Additional Contact Information

    Principal Contacts
    Megan Jones, President
    Customer Contacts
    Megan Jones, President
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Business Categories
    Financial Planning Consultants, Financial Services, Retirement Planning Services, Financial Consultants, Investment Management, Estate Planning and Management

    Frequently asked questions about Jones Advisory Group, LLC

    • Is Jones Advisory Group, LLC BBB Accredited?

      No, Jones Advisory Group, LLC is not BBB Accredited. Businesses are under no obligation to seek accreditation.

    • What is the BBB rating of Jones Advisory Group, LLC?

      Jones Advisory Group, LLC has an A+ BBB rating. Ratings run from A+ to F and are BBB's opinion of how a business is likely to interact with its customers, based on complaint history, transparency, and available public data.

    • How many complaints does Jones Advisory Group, LLC have on BBB?

      Jones Advisory Group, LLC has no complaints filed with BBB in the last 3 years.

    • How do I file a complaint against Jones Advisory Group, LLC?

      You can file a complaint against Jones Advisory Group, LLC on BBB.

    • Where is Jones Advisory Group, LLC located?

      Jones Advisory Group, LLC is headquartered at 2951 SW Woodside Dr, Topeka, KS 66614-4181.

    • What does Jones Advisory Group, LLC do?

      The BBB Business Profile for Jones Advisory Group, LLC describes the business as follows: Jones Advisory Group provides financial advisory services, including personal wealth planning, Medicare guidance, and business transition services. The company assists clients with investment strategies, income planning, and tax considerations. Business category: Financial Planning Consultants.

    • How long has Jones Advisory Group, LLC been in business?

      Jones Advisory Group, LLC has been in business for 18 years, since 2008.

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.