Jones Group Financial Services leads the market in providing group benefits along with a suite of risk management and retirement solutions. We pride ourselves on providing unmatched product knowledge and believe strongly in being your Financial Services Partner.

Group Employee Benefits

Health
Lifestyle
Disability

Given our experience in company retirement plans such as 401(k) and 403(b) plans, we also offer group benefits help you recruit and retain your most significant investment: your employees. We can bundle these services with our retirement planning services offering a complete suite of services and products within a single relationship.

Investments

Over half of Americans will not have planned and saved enough for retirement. Furthermore, some may wait until right before anticipated retirement before discussing this with a financial advisor. Our goal is help our clients see their needs current day and prepare them for those goals. We focus on guiding our clients to save more and utilize the right solution to accumulate wealth and be tax efficient in the process.

Life insurance is not a commodity and online searches for coverage lack professional thought for financial planning. We review products you are considering or policies you already have in place to determine if they meet the needs of your family. This often leads to conversations the current product in place is the right type, the right amount and/or the best value.

We determine life insurance needs for our clients based upon the financial plan we and then source the right policy for them.

Insurance

Life
Disability
Health
Dental
Vision

Senior Market

Medicare
Social Security Planning
Dental
Vision

Aging into the Senior Market comes with a lot of challenges and unknowns. Our staff is here to help you navigate the Medicare and Social Security world during this time. We are here to help you pick the right Medicare Supplement along with planning when the right time to start Social Security is. Both have their challenges but rest assured that we will educate you in making the informed decision that is best for you.