As The Jones Group, we take a comprehensive approach with our clients. We utilize wealth management tools to plan for retirement and current needs along with estate planning services and life insurance, securities based lending as well as home loans and a wide array of banking products from cash management to credit cards offered through Bank of America, N.A. This approach gives us a greater ability to manage our clients’ investments and to structure a long term plan for all of the family’s financial needs. While we focus on working with parcel service management and employees, we do work with a wide range of clients, both across the US and internationally, and can accommodate any type of client. The Jones Group has been entrusted with of over $660 Million of assets and liabilities as of October 2019 and welcomes select new clients that can utilize our services.
*Merrill Life Agency's California License Number 0522776
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
