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
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
About Scott Jones Financial
Scott Jones Financial specializes in providing integrated financial planning services for business owners and families, focusing on business planning, personal planning, and wealth transfer. Their offerings include exit/succession planning, key person insurance, retirement planning, and charitable planning, among others. The firm emphasizes a team approach, coordinating with clients' other advisors to ensure comprehensive financial strategies that align with personal and business goals. With over three decades of experience, Scott Jones Financial is dedicated to simplifying clients' financial journeys and optimizing their wealth management.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
Company Profile Activity
Activity Insights
Scott Jones Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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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 planning, personal planning, and wealth transfer. Their offerings include exit/succession planning, key person insurance, retirement planning, and charitable planning, among others. The firm emphasizes a team... Read More
