Financial Planning Services From A Business Perspective
As an independent, registered investment advisory organization, we offer advice with the understanding that there are many paths towards financial independence. Having business owner experience, we understand the complexity of owning a business and planning a retirement. Our business is built upon long term relationships that focus on the success of the client. We believe life is a marathon, not a sprint and we apply this belief in guiding our client partners forward to personal growth and retirement plan success.
BRINGING BUSINESS OWNERSHIP AND FINANCIAL PLANNNG EXPERIENCE TO WORK FOR YOU.
We understand your trials and
how to get you where you want to go.
Your business may be your greatest asset.
We'll help you to a brutal confrontation
of the facts, diversify and develop a
financial strategy for success.
Jones Gregg Financial, LLC welcomes the opportunity to meet with you for coffee and discuss confidentially your wealth building strategy. Please use the form below to reach out to us or call us at (704) 814-0123.