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Welcome to Jones Advisors

At Jones Advisors, we can help.

 
How do you work to preserve and enhance your quality of life? While it's absolutely true that financial planning, investing and wealth management are becoming increasingly complex, that doesn't mean it has to be that way.

The last thing most investors need is more headaches. Jones Advisors exists for one reason: to meet the needs of our clients. We are happy to do the financial lifting for you.

We are small enough to offer you the personalized service that your looking for. That means, to us, you're more than just a number -- we know your dreams and your goals. And we develop individual strategies to get you where you want to go. In additional, we are big enough to offer you the speed and flexibility that we know you'll need.

Welcome to Jones Advisors. And welcome to your financial future
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Newsletters
  • Don't Let Rising Interest Rates Catch You by Surprise
    You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer
  • Future of the Federal Estate Tax
    While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate
  • The Health-Wealth Connection
    It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet
  • What is a rollover IRA, and do I need one?
    Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes
  • Can I roll my traditional 401(k) account balance over to a Roth IRA?
    Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA,
    
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Jones Advisors LLC is a Registered Investment Advisor. Nothing presented by in this publication is intended to be specific investment advice.  All investors are unique and you should consult a qualified financial advisor before making investments specific to you needs.  



This communication is strictly intended for individuals residing in the state(s) of MA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.