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Testimonials

MEETING HIGH EXPECTATIONS

We work with a very close-knit group of clients exclusively across the country. A representative group commented on why Jones Financial on these essential qualities: Trusted Advisor, Unique Solutions, Value-driven Approach, and The Team.

“Having the confidence that the decisions you're making are the right decisions is what helps you sleep at night.” Hear more about Craig's financial story ...

“It's great that you have a financial planner that is always looking at your account and what's going on in the market and figuring out what's best for you.” Hear more about Christines's financial story ...

“I have friends that are clients of Mike's and for each of us, the interaction, the plan, the amount of service that we get is all personalized based on what our goals are.” Hear more about Kim's financial story ...

“I really wanted the holistic approach because I didn't want to have to deal with 4 or 5 different people and I also think it's important for one person to have the full vision.” Hear more about Erinn's financial story ...

“I was never involved with a serious financial planner until I retired 2 1/2 years ago. My only mistake I made is that I wish I met Mike much sooner in my career and Northwestern Mutual to hear what they had to offer.” Hear more about Greg's financial story ...