Merrill Lynch Financial Advisor Quinn S Jones
4137 Boardman-Canfield Road, Canfield, Ohio 44406
About the Merrill Lynch Financial Advisor Quinn S Jones
At Merrill Lynch Financial Advisor Quinn S Jones, we offer a comprehensive range of financial solutions tailored to meet the unique needs of our clients. Located in Canfield, OH, our office provides access to a broad spectrum of investment opportunities from Merrill and banking products from Bank of America. With more than 30 years of experience, Jones Wealth Management brings a seasoned and steady focus on "all things financial" to affluent individuals, families, and institutions both in Ohio and nationwide.
Our clients are as hardworking and motivated as we are, and we share common values of sincerity, transparency, and integrity. We take pride in serving as a trusted resource, fostering loyal and growing relationships across generations. We believe in the importance of building strong legacies and measure our success not just by financial returns, but by the relationships we cultivate and the personal stories and referrals we receive from our clients.
Our approach is simple yet sophisticated, providing clear explanations and customized financial strategies. We help clients define their goals, establish wealth management strategies based on their life priorities, and navigate changes throughout their lives. For high-net-worth and ultra-high-net-worth clients, we offer insights to help them take pride in their accomplishments and envision their future.
A well-diversified investment portfolio should be balanced and not overly complex. Our long-term perspective highlights high-quality companies and reliable income streams, whether through dividend-paying equities or laddered bond portfolios. Market fluctuations are inevitable, but with disciplined strategies and thorough due diligence, our credentialed team makes unbiased investment decisions tailored to each client's preferences.
Tax and cost efficiencies are vital components of wise investment strategies. Additionally, for credit, lending, and liability management, we connect clients with Bank of America, N.A., ensuring a balanced approach to enhancing their wealth.
The financial decisions you make today shape your future. Connecting your life and finances is crucial, and a Merrill advisor provides access to Merrill's investing insights and Bank of America's banking capabilities to help you make informed decisions.
Investing involves risk, including the potential loss of money. Past performance does not guarantee future results. Always consult with legal and tax advisors before making financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) offers a broad range of services, and it is important to understand the differences between brokerage and investment advisory services. For more information, please speak with your Merrill financial advisor.
Contact us today to start building a strong financial future with the expertise and dedication of Merrill Lynch Financial Advisor Quinn S Jones.
Photos of Merrill Lynch Financial Advisor Quinn S Jones
4137 Boardman-Canfield Rd #201, Canfield, OH 44406, United States
Opening hours of Merrill Lynch Financial Advisor Quinn S Jones
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Closed
Sunday:
Closed
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