Harrison Jones

Business Development at Capital Strategies Group, Inc. - Birmingham, AL, US

Harrison Jones's Contact Details
HQ
Location
Birmingham, Alabama, United States
Company
Capital Strategies Group, Inc.
Harrison Jones's Company Details
Capital Strategies Group, Inc. logo, Capital Strategies Group, Inc. contact details

Capital Strategies Group, Inc.

Birmingham, AL, US • 20 - 49 Employees
Insurance

Capital Strategies is a wealth preservation-focused insurance firm serving ultra-high-net-worth families and their companies. We cultivate and analyze data to inform effective, proprietary life insurance planning, while utilizing intelligent, tax-efficient strategies to minimize income- and estate-tax liabilities. Since 1989, we have earned the confidence and trust of our clients by delivering the highest level of service and excellence in coverage. Our firm's singular focus on optimizing the transfer of wealth has fostered the long-term relationships on which we pride ourselves today.***Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker/dealer and investment advisor, Member FINRA/SIPC. Capital Strategies Group, Inc. is independently owned and operated.• Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.• This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.• The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success

Insurance Strategies Wealth Transfer Estate Planning Income Tax Planning Estate Tax Planning
Details about Capital Strategies Group, Inc.
Frequently Asked Questions about Harrison Jones
Harrison Jones currently works for Capital Strategies Group, Inc..
Harrison Jones's role at Capital Strategies Group, Inc. is Business Development.
Harrison Jones's email address is ***@capitalstrategies.net. To view Harrison Jones's full email address, please signup to ConnectPlex.
Harrison Jones works in the Insurance industry.
Harrison Jones's colleagues at Capital Strategies Group, Inc. are Hudson Williams, Lucy McDowell, Will Walker, Sue Poe, David Byers, Will Worrell, Virginia Hazelrig and others.
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