Client Stories

"Rick is a skilled financial planner.  He assessed our needs quickly, and created a path that gives us great...

"Rick was referred to me by a friend.  He painted a picture on how to protect my finances now and my young son's...

“Rick has been my 'go to' insurance and financial advisor since early on in my playing days. He has put great...

"I have had the pleasure of working with Rick for the last 15 years. Rick is highly professional, honest, practical...

"For many years I have entrusted my finances to Rick Jones. He has always been forthright, honest and clear. I know...

"Rick has become a special family friend not just because of his great financial skills, but because he cares about...

"Rick has been my financial advisor and insurance specialist for the past 15 years. I trust him completely. He...

"I decided to invest in a critical illness policy two years ago when I was 50 years old. I considered it a wise...