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FMR CPAs & Advisors
Steve Jones, CPA, CFP®
317-580-4004
jones@fmrinc.net
Welcome to FMR
Welcome to FMR CPAs & Advisors a full service accounting, tax and financial services firm with offices in Carmel and Tipton, Indiana.  Our goal is to assist our clients in every aspect of their financial lives by providing a personalized service and a comprehensive approach to meet each client's objective.
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  • Quiz: How Much Do You Know About Social Security Retirement Benefits?
    Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program? Test your
  • Tax Tips for the Self-Employed
    Being self-employed has many advantages — the opportunity to be your own boss and come and go as you please, for example. However, it also comes with unique challenges,
  • Grandparents Can Help Bridge the College Cost Gap
    For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current income, and a manageable amount of loans.
  • Can the IRS waive the 60-day IRA rollover deadline?
    If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds don't get to the new IRA trustee in
  • What's the difference between a direct and indirect rollover?
    If you're eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current taxation by
    
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IMPORTANT NOTE: Steve Jones is a registered representative with the following registrations 6, 63, 7 and can transact business with clients in CO, IN, KS, NY.  Steve Jones is also an investment adviser agent licensed in IN. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet. Such an offer can only be made and Steve Jones can only conduct business in states where Steve Jones is registered to conduct business. Any communication with a prospective client shall be conducted by Steve Jones only if he is registered in the state where the prospective client resides.
Securities offered through H.D. Vest Investment ServicesSM, Member SIPC
Advisory Services offered through H.D. Vest Advisory ServicesSM
6333 North State Highway 161, Fourth Floor
Irving, TX 75038 972-870-6000
www.finra.org

FMR CPAs & Advisors is not a registered broker/dealer or independent investment advisory firm.


This communication is strictly intended for individuals residing in the state(s) of CO, IN, KS and NY. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.