We are committed to providing you with the best possible financial service possible.
Greg Jones
Greg Jones, CFP, has been an independent Fee-Only Certified Financial Planner since 1995. He is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). He is dedicated to helping clients make intelligent financial investment decisions. His patience and determination ensure that every client is treated with high regard.
Mr. Jones earned a Bachelor of Science Degree in Business Management and Communications from Northern Anystate University. Mr. Jones then went on to become a certified Financial Planner. He is a Member of the United Financial Planning Association, Member of the Southern Anystate Financial Planning Association, and is a Chartered Life Underwriter.
Greg Jones is committed to help you identify and reach your financial goals. He will personally study the best products the financial services industry has to offer and tailor the perfect plan for you.
In his spare time, Greg enjoys cooking, hiking, and spending time with his children Mandy and Robert.
Greg and Nancy joined forces in 2004 to form Smith Jones Financial Planning, LLC. They believe that their combined knowledge and experience will achieve remarkable results for all of their clients.
