Scott Jones Financial
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
5950 Fairview Rd Ste 215, Charlotte, Nor...Phone Number
(704) 817-7324Website
www.sjonesfin.comRevenue
<$5 MillionIndustry
About Scott Jones Financial
Scott Jones Financial specializes in providing integrated financial planning services for business owners and families, focusing on business continuity, wealth accumulation, and retirement planning. Their offerings include business planning, exit/succession planning, personal wealth management, and tailored solutions for physicians and professional partnerships. The firm emphasizes a collaborative approach, coordinating with clients' other advisors to ensure comprehensive financial strategies. With over three decades of experience, Scott Jones Financial is dedicated to helping clients achieve their financial goals while safeguarding their interests.Explore more
Scott Jones Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Scott Jones Financial
<$5M
1-10
Private
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MR
Mark RothwellChief Operating Officer & Director, Financial Planning
Scott Jones Financial Tech Stack
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Scott Jones Financial specializes in providing integrated financial planning services for business owners and families, focusing on business continuity, wealth accumulation, and retirement planning. Their offerings include business planning, exit/succession planning, personal wealth management, and tailored solutions for physicians and professional... Read More
