Jones Tax & Financial Services, Inc. is a Houston, TX firm serving clients with tax and financial-services support. The firm’s materials describe a team approach for people with a wide variety of needs as they navigate retirement preparation, college savings, estate strategy, investments, insurance, tax, money, and lifestyle planning topics.

The practice emphasizes personalized service focused on each client’s needs, goals, and objectives. Its site describes planning, execution, and follow-up as part of a proactive process, with attention to finding a strategy that fits the individual rather than using one approach for everyone.

Source facts also list EA credentials, FINRA Series 6, 7, 62, and 63, and a founding year of 1985.