As your trusted advisors, we make our planning process about you-not about us. We are passionate advocates for our clients. The Jones Financial Group strives to understand you and your goals. Then we build your personal financial security plan around you, your family and your business's future. Our team provides professional guidance, innovative solutions and enduring relationships that help create financial security in an ever-changing world.
Financial planning does not happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, The Jones Financial Group and our dedicated professional team can help. We understand complex financial issues and the ways in which they may affect your future.
Financial planning does not happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, The Jones Financial Group and our dedicated professional team can help. We understand complex financial issues and the ways in which they may affect your future.
Services
Our professional team is committed to helping clients whether they are concerned for their own financial needs or for those of their family or business. We will help you plan strategically and tactically for your financial future. The Jones Financial Group is comprised of seasoned, licensed professionals who have dedicated their careers to thoughtfully integrated wealth management and financial planning.
Before the Jones Financial Group can speak intelligently about the products and services that might be appropriate for you, your family, and your business, we need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know us. Please invest a few minutes of your valuable time to familiarize yourself with the experiences and accomplishments of Brian M.
As a representative of the Northwestern Mutual Wealth Management Company, I am able to provide you with customized recommendations that will help you plan for your financial future. As a fee-based advisor, I am compensated for the time and expertise put into designing and creating your personal financial plan.
For over 40 years, Brian has had the pleasure of actively serving his community with numerous professional, civic and charitable organizations. In addition, he has previously served as a Deacon, co-chair of the Investment and Planned Giving Committee, and chair of the Personnel Committee. He currently serves as co-chair of the Board of Stewardship; chair of the Financial Exam Committee, and volunteers as a Sunday School Teacher.
At Northwestern Mutual, we've been helping clients take control of their financial future for nearly 160 years. Through the Civil War, the Great Depression, two world wars and a number of recessions, we've stood alongside our clients, helping them manage financial risk and achieve financial security.
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