Check the background of this financial professional on FINRA's BrokerCheck.
Steve Jones, CPA, CFP®
   

Newsletters


The eNewsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.


Down the Donut Hole: The Medicare Coverage Gap
On the Road to Retirement, Beware of These Five Risks
Life Insurance with a Refund
When should I submit college financial aid forms?
What's so great about a college net price calculator?


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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.