Jones Appliance & Air Cond
Automotive
Why pick this one
Jones Appliance & Air Cond offers financial planning, retirement design, and insurance services, with the website stating the firm was founded in 1988.
Best for
- retirement income planning
- live financial projections
- portfolio analysis and design
- college funding strategies
- individual and group insurance planning
- employee benefits planning
Look elsewhere if
- automotive repair or maintenance
- appliance repair or air-conditioning service
Specialties
- live financial planning and projections
- retirement income plan and design
- portfolio analysis and design
- fee-based asset management
- college funding strategies
- group benefits planning
- estate analysis
- business continuation planning
Certifications
- CFP®
- ChFC®
What makes them different
- Founded in 1988
- Team includes a Certified Financial Planner and a Chartered Financial Consultant
- Provides online access to investment accounts
- Offers live financial planning and projections using interactive tools
- Serves individuals, families, and businesses across Arizona, Northeastern Texas, and Chicago
- Years in business
- 38
- Serves
- Flagstaff, Sedona, Cottonwood, Page, Prescott, Phoenix, Tucson, Lake Havasu City, Chicago
Distilled from this business's own website.
Contact & Location
- Address
- 2751 Preston Ln, Grimesland, NC 27837
- Phone
- (252) 531-0118
- Website
- https://www.benefitandfinancial.com
- info@benefitandfinancial.com
Services
- financial planning
- retirement planning
- investment strategies
- insurance planning
- employee benefits
- estate planning
- asset management
- brokerage services