My name is Adam Jones and I support my clients out of our local downtown Wadsworth, OH branch. I have earned and currently hold a Series 7, Series 66 and Life Insurance Licenses. I graduated in 2010 with a business degree from Ohio Northern University.
Providing a personalized service out of our local office and having the technology and support of a large firm provides a unique opportunity and experience for our clients. The structure and process we offer provides for a true individualized and holistic approach to financial advice.
Coming from a large family and being a former collegiate athlete, I understand the value of hard work. Wadsworth and the entire Northeast Ohio region is full of hardworking individuals, families and business owners. Working with people like this on a personal level and knowing I can make a difference in their lives and their loved one's lives is what brings me to work each and every day.
It's important we discuss the concerns you have, understand your personal goals and future dreams, and listen to find out what is most important to you. I walk each of our clients through a dedicated process of understanding their current financial situation and then showing them how they can get on track and or stay on track for lifelong financial success. In an ever-changing world and economic environment, investing can be a frustrating and confusing process that seems to create more questions than answers for a lot of people. I focus on creating a personalized teaching and coaching experience for my clients.
Call or email my office to schedule your personal complimentary review in person or by phone.
Office Address121 College Street
Wadsworth, OH 44281
Phone NumberAdam K Jones at (330) 336-6543
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
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