Financial Advisory Services

An experienced voice to help with financial decisions

Many of our clients are closely-held or family-owned businesses. Looking after the business owners' personal financial needs is a natural extension of our business services.

Our professionals can help you reach a healthy financial position and help you maintain it. We can offer you and your family a combination of sound planning advice and an experienced voice with your day-to-day decisions.

Our Financial Advisory Team works with owners and executives involved in businesses of all sizes and from a variety of industries. Clients benefit from our advice that integrates the personal and business financial issues.

Our services include:

Tax planning
Investment planning and management
Retirement planning
Income protection and asset preservation
Insurance planning
Estate planning
Business planning
Education planning
Debt management
Help with life events that force financial disruptions

All your financial decisions have some type of direct or indirect tax ramification to you and your business. Tax Edge is a critical benefit you receive as a client of Jones & Roth Financial Advisors. Tax Edge or tax-efficient management of your financial affairs is one of the most valuable contributions that Jones & Roth can make to your financial growth and security.

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in states of AZ,CA,CT,HI,IA,IL,NC,NV,OR,TX and WA. This is not an offer to sell securities in any other jurisdiction.