It’s time to start investing in your future!  Take advantage of the wide variety of Investments and Financial Planning Services with Jones Bank Wealth Management.

Who We Are

Jones Bank has partnered with Osaic Wealth, enabling us to offer investment and advisory services through Jones Bank Wealth Management.  We are excited to offer these services locally so you can work with someone you know and can talk to in person when necessary.

With our Investment and Planning Services you can trust:

  • We will work for you
  • We will know your situation
  • We will know what worries you
  • We will know YOU!

Our focus will be to help you accomplish your goals, whether those goals involve money or not.  Managing money is only one part of reaching your goals.  having access to tax professionals, lenders, attorneys and having someone help you navigate among them is valuable.

Offering Investment and Wealth Management Services is a natural extension of our commitment to you. We are unique in the Wealth Management space by not focusing on the sales to compensate our advisor.  If the advisor doesn’t have to focus on the sale, they can focus on you!

Financial Planning

At Jones Bank Wealth Management, Financial Planning is not an app on your phone or a three-ring binder filled with graphs and charts.

We would be happy to prepare a plan like that, but we think it is more realistic to help you manage and plan as life changes.

We want to be there when you:

  • Get married
  • Have a baby
  • Purchase a house
  • Get a new job
  • Lose your job
  • Start a new business
  • Deciding on college

We will listen when you are thinking about:

  • Retirement
  • Investing in an annuity
  • Gifting to family or charity
  • Buying a rental property
  • Traveling abroad
  • Transitioning out of the family farm or business

We want to be there for you all along the way!

What We Offer

Jones Bank Wealth Management can work with you on a variety of products and services including:

  • Mutual Funds
  • Stocks
  • Bonds
  • Life Insurance
  • Annuities
  • Alternative Investments
  • IRA’s
  • 401k’s
  • Retirement Plans

You may not know what these products are, but that is fine.  Once we know your situation, we will discuss options.  One product doesn’t fit all situations.

We want to be more than a salesperson.  We will add value by putting all the pieces together to work towards one goal – YOUR SUCCESS!

Contact us at 402-784-2200 to discuss Wealth Management options.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Jones Bank is not affiliated with Osaic Wealth, Inc. Securities are: Not FDIC Insured • No Bank Guarantee • May Lose Value

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