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Jones Gregg Financial
Jones Gregg Financial, LLC is an independent, registered investment advisory organization that provides strategic thinking from a business perspective to...
Overview
Jones Gregg Financial, LLC is an independent, registered investment advisory organization that provides strategic thinking from a business perspective to business owners and their teams. The firm services first generation business owners and entrepreneurs, offering financial planning with an understanding of the complexity of owning a business and planning a retirement. It focuses on long-term relationships and helping clients achieve what it calls the Position of Choice.
General information
Firm type
RIA
Year founded
2007
Principals
Andrew E. N. Jones
CFP — Principal, Investment Advisor, managing member
Koby Miller — Office Manager
Sector focus
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