Scott Jones Financial is an independent financial planning firm specializing in custom solutions designed to help business owners grow, protect and preserve their most important asset—their business—while integrating it with a plan to achieve the Owner’s personal financial objectives.
Often working in partnership with our clients' advisors such as investment professionals, CPAs, attorneys, bank trust officers and property & casualty firms, we listen carefully to your goals and assess your situation, opportunities and risks. This forms the basis of thoughtful design, implementation and management of strategies tailored to protect your financial interests and help you achieve your business and personal goals.
Contact us to learn more about how Scott Jones Financial can help bring clarity, precision and forethought to helping you achieve both business and personal financial goals.
704-817-7324 | www.sjonesfin.com | scott@sjonesfin.com
Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Akron, Ohio 44333. (800) 765-5201. Scott Jones Financial is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Third party posts do not reflect the views of Valmark Securities or Scott Jones Financial and have not been approved prior to posting.
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Company Details
- Employees
- 6
- Address
- 5950 Fairview Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sjonesfin.com
- Keywords
- Business Planning, Business Risk Management, Executive Retirement Plans, Business Continuation Planning, Key Person Insurance, Buy-Sell Agreements, Long Term Care and Disability Protection, Life Settlements, Estate & Charitable Planning.
- HQ
- Charlotte, NC
Scott Jones Financial Questions
Scott Jones Financial's website is sjonesfin.com
Scott Jones Financial's LinkedIn profile is https://www.linkedin.com/company/sjonesfin
Scott Jones Financial has
6 employees.
View email and phone details for 6
employees at Scott Jones Financial.
Scott Jones Financial's industry is
Financial Services
Scott Jones Financial's top competitors are
Weatherford Insurance, Llc,
Long Road Risk Management Services,
The Pomfret Financial Company, Inc.,
Charlotte Center City Partners,
Conseil Scolaire Viamonde,
Benefitrfp, Inc.,
Morehead Group,
Xpx - Charlotte - Exit Planning Exchange,
American Trust Retirement,
American Trust Wealth.
Scott Jones Financial's categories are Financial Services
