Jeff Jones (CFP®, EA, MS)
Jeff Jones focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Generation X
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Generation X
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Longview Financial Advisors is a Fee-Only financial planning and wealth management firm based in Huntsville, AL service clients across 18 states. We believe in building a partnership, serving as your independent financial advisory team, placing your interests before our own, being transparent about what you pay , and providing an exceptional service experience that allows us to not only be reactive to your requests, but proactive to your needs. We are committed to cultivating a culture of giving because at Longview Financial Advisors we believe that businesses have a duty to all stakeholders: clients, team members, shareholders and our communities.Additional Information
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NAPFA Start Date
January 23, 2014
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