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About JONES GREGG FINANCIAL, LLC
JONES GREGG FINANCIAL, LLC is a well-established financial advisory firm that provides expert services to its clients. With years of experience and a team of qualified professionals, the firm is equipped to help clients make wise financial decisions and achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Customized financial plans tailored to individual needs and goals
- In-depth analysis and research for informed decision making
- Strategic investment management for long-term growth
- Regular portfolio reviews and adjustments as needed
Facts and Insights:
JONES GREGG FINANCIAL, LLC has been in business for over 15 years and has successfully managed over $500 million in assets. The firm has a team of 10 experienced advisors who are dedicated to providing personalized and expert financial guidance to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered:
- Retirement planning
- Investment management
- Insurance planning
- Estate planning
- Tax planning and preparation
- Wealth management
Client Types:
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation:
JONES GREGG FINANCIAL, LLC operates on a fee-only basis, meaning that the firm does not earn commission from the products or services they recommend. Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’ success.
Background:
The founders of JONES GREGG FINANCIAL, LLC, Thomas Jones and Elizabeth Gregg, have over 25 years of combined experience in the financial industry. They are both highly qualified and passionate about helping their clients achieve financial stability and security.
Financial Advisor Disclosures to Know:
As with any financial advisory firm, JONES GREGG FINANCIAL, LLC is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information on the firm’s website or by requesting it directly from their advisors.