Jones-Burgess Group
With over 125 combined years of industry experience, the Jones-Burgess Group strives to become an essential lifetime resource for those who have entrusted us with their financial well-being. What matters most to us is what matters most to you. To that end, we will thoughtfully employ our experience and resources to assist you in achieving your goals. Our disciplined financial strategies offer access to the investment insights of Merrill, the trust and fiduciary services of Bank of America Private Bank, and the banking convenience of Bank of America. Along the way, we provide full transparency and first-class customer service because, we believe, our clients deserve nothing less.
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.
