About US

We create strategies that are tailored to your needs and goals.

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Phone: 717-697-6659

Address: 5275 East Trindle Road, Suite 201
Mechanicsburg, PA 17050

Email: CONTACTUS@THEJONESFG.COM

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Get the Support You Need For Your Financial Goals

Get the Support You Need For Your Financial Goals

Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way. 

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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Investing for Impact: Make a Difference While Pursuing Your Goals

In this ebook, you'll learn the history and key elements of  investing for impact. Considering these crucial details will help make sure your portfolio remains aligned with your personal beliefs and goals.

Products and Services

Individual Retirement Plans

Business Retirement Plans

Financial Planning Services

Investment Services

Advisory Programs

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Insurance Planning

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Education Saving

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Gifting or Giving Strategies

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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