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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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck

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