Brian Jones

Brian M Jones

Wealth Management Advisor

  • CPA
  • PFS
  • CFP®
  • CLU®
  • CLTC®
  • CA License: #0B70626

1449 Old Waterbury Road Suite 103, One Reservoir Office Park
Southbury, CT 06488

203-264-8881203-413-4448Visit my website
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About my practice

We are a specialized professional team (with backgrounds and experiences including CFPs, MBAs, CPA, CLUs, CLTCs, JDs, investment and retirement specialists) collaborating to provide comprehensive holistic fee-based planning, investment strategies and insurance planning to our valued clients, businesses and families. Please contact our team to schedule a complimentary teleconference or meeting.

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Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. Life and disability insurance, annuities, and life insurance with long-term care benefits are issued by The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM). Long-term care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, (NLTC) a subsidiary of NM. Investment brokerage services are offered through Northwestern Mutual Investment Services, LLC (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

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