Products & Services

At Financial Services Group, we provide assistance in the following areas:

Investments

  • Educational IRA
  • Mutual Funds
  • 529 College Savings Plans
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuities
  • Managed Accounts
  • Fixed Annuities

Financial Planning

  • Retirement Plans
  • Tax Deferred Savings Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Planning
  • Money Management
  • Money Purchase Plans
  • Profit Sharing Plans
  • Charitable Planning

Insurance

  • Disablility Income
  • Long Term Care
  • Medical Insurance
  • Life Insurance

Business Planning

  • Buy Sell Plans
  • Key Employee Insurance Planning 

 

  • Executive Benefit Planning 
  • Succession Planning

 



Financial Services Group
Burlington, WA 98233
Phone: 360-755-1428 Toll Free: 1-888-755-1428 Fax: 360-755-0285 Email: mjones@yourretirementplanningsource.com  

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity. 

230 Broadway, Lynnfield MA 01940 800-949-1422

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.


Michael Jones is licensed to do business in the following states: AL, AZ. CA, CO, IN, OR, WA.

Online Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing