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As a customer of Owenby Jones Wealth Management, LLC, I am extremely satisfied with the services they provide. The team is knowledgeable, professional, and always available to answer any questions or concerns. They have helped me with my investment portfolio, retirement planning, and estate planning. I highly recommend them.
I would like to express my gratitude towards Owenby Jones Wealth Management, LLC. They have been instrumental in helping me achieve my financial goals. Their team is reliable, knowledgeable, and always available to answer my questions. I highly recommend their services to anyone looking for financial guidance.
I have been a customer of Owenby Jones Wealth Management, LLC for several years now and I have to say their service is top-notch. They have helped me manage my investments and plan for retirement. I have always felt well taken care of and confident in their expertise.
Owenby Jones Wealth Management, LLC：帮助您驾驭人生的里程碑
在 Owenby Jones Wealth Management, LLC，我们了解生活充满惊喜和挑战。无论是计划大学学费或婚礼，还是处理失业或疾病等意外事件，我们都在这里帮助您度过人生的里程碑，并确保您拥有实现目标的财务资源。
我们经验丰富的财务顾问团队致力于提供个性化的财富管理解决方案，以满足您的独特需求和目标。我们会花时间了解您并了解您的财务状况，以便我们制定全面的计划来帮助您实现长期目标。
我们的方法
在 Owenby Jones Wealth Management, LLC，我们的方法基于三个关键原则：教育、沟通和透明度。我们相信，通过让我们的客户了解他们的选择并定期与他们沟通他们在实现目标方面的进展，我们可以在信任和相互尊重的基础上建立牢固的关系。
在费用和投资策略方面，我们也相信透明度。我们的费用结构简单易懂，因此不会出现意外。在投资方面，我们采用基于可靠研究原则的严谨方法，而不是追逐时尚或趋势。
提供的服务
我们提供广泛的服务，旨在帮助您在人生的每个阶段实现您的财务目标：
- 退休计划：无论您是刚刚开始职业生涯还是接近退休年龄，我们都可以帮助您制定退休储蓄计划，其中考虑了通货膨胀率和市场波动等因素。
- 投资管理：我们经验丰富的投资专业团队将与您一对一合作，制定专门针对您的需求量身定制的投资策略。
- 遗产规划：我们将与您一起制定遗产规划，确保您的资产按照您的意愿分配，同时最大限度地减少税收。
- 保险规划：我们将帮助确保您拥有足够的保险范围，这样意外事件就不会破坏您的长期计划。
- 税务规划：我们的税务专家将全年与您合作，以最大限度地减少纳税义务，同时最大限度地提高扣除额。
为什么选择欧文比琼斯？
客户选择 Owenby Jones Wealth Management 而不是其他公司的原因有很多：
1) 经验——我们的团队在帮助客户应对复杂的财务状况方面拥有数十年的经验。
2) 个性化服务——我们会花时间亲自了解每位客户，以便更好地定制我们的服务。
3) 透明度——在 Owenby Jones Wealth Management LLC.，没有隐藏的费用或议程；在做出有关投资等的任何决定之前，一切都已透明地预先传达。
4) 综合服务——从退休规划到遗产规划等；与实现一个人的长期目标相关的所有方面都可以在同一个屋檐下解决！
5) 以结果为导向的方法——在 Owenby Jones Wealth Management LLC.，结果最重要！这就是为什么我们的重点仍然完全放在提供可衡量的结果上，这些结果与最重要的事情完全一致——取得成功！
结论
在 Owenby Jones Wealth Management LLC.，我们的使命简单而强大——提供专门针对每个客户的独特需求和目标而设计的综合财富管理解决方案！凭借数十年的经验以及个性化服务产品，在整个过程中的每一步都保持透明；选择我们作为值得信赖的顾问再简单不过了！因此，如果今天着眼于确保一个人的未来听起来很有吸引力，那么现在就联系我们吧！
owenbyjones.com
