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Business Profile

Financial Planning Consultants

Jones Advisory Group, LLC

About

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.

BBB Accredited Since: 2/23/2012

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

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

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.

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