Michelle Jones

Business Development Manager at Secure Planning Group - Horsham, PA, US

Michelle Jones's Colleagues at Secure Planning Group
John Simone

Managing Partner & CEO

Contact John Simone

Travis Boyer

Financial Advisor & Vice President

Contact Travis Boyer

Matthew AIF®

Financial Advisor and Retirement Plan Relations

Contact Matthew AIF®

Jenica Haney

Administrative Assistant

Contact Jenica Haney

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Michelle Jones's Contact Details
HQ
215 540-5566
Location
Olympia, WA
Company
Secure Planning Group
Michelle Jones's Company Details
Secure Planning Group logo, Secure Planning Group contact details

Secure Planning Group

Horsham, PA, US • 20 - 49 Employees
Financial Services

Secure Planning Group, LLC is an individual and corporate planning firm. Whether you are an individual or a company, Secure Planning Group, LLC has you covered. We work with individuals, business owners, and families alike to deliver an objective approach to individual and corporate financial planning. Clients have grown to expect a thorough and comprehensive experience when working with our advisors. We strongly believe that there is no "one size fits all" approach when it comes to our Financial Advisors managing your advisory assets and providing services and guidance to you, your family, and your employees. In the world we are living in today, it is important to understand that people are living and working longer. Creating and preserving your income in retirement is vital to pursuing your overall retirement and financial planning needs. By setting goals and implementing realistic strategies to pursue them, together we are able to choose plan strategies or plan designs that seek to address each client's unique situation.Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org).The financial professionals associated with DBA may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Fee Based Financial Planning Alternative Investments Retirement Plans Nonqualified Plans and Executive Compensation Financial Services Financial Advisory Services
Details about Secure Planning Group
Frequently Asked Questions about Michelle Jones
Michelle Jones currently works for Secure Planning Group.
Michelle Jones's role at Secure Planning Group is Business Development Manager.
Michelle Jones's email address is ***@securepg.net. To view Michelle Jones's full email address, please signup to ConnectPlex.
Michelle Jones works in the Financial Services industry.
Michelle Jones's colleagues at Secure Planning Group are John Simone, Travis Boyer, Secure Planning, David Bleznak, Matthew AIF®, Jenica Haney and others.
Michelle Jones's phone number is 215 540-5566
See more information about Michelle Jones