Financial Advisory Services

Wise financial advice that includes Tax Edge

Our professionals can help you reach a healthy financial position and assist you in maintaining 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 a wonderful mix of individuals and families. Clients of all ages and financial means have benefited from our advice.

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. 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.

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