Dave Ramsey SmartVestor Pro
President
405.366.1297 x3
405.366.1349
Stephen@jonesfinancialpartners.com
Stephen Jones is a second generation CERTIFIED FINANCIAL PLANNER™ that believes people deserve financial confidence. He does this through investing and protecting the things that matter most to them in their lives. Utilizing the tools
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Senior Partner
405.366.1297 x6
405.366.1349
mikehicks@jonesfinancialpartners.com
As your Financial Advisor, it is important to understand your financial goals. It is also important to understand the level of risk you are comfortable accepting in your investment plan. Whether you are planning for retirement, or...
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SmartVestor Pro | Norman, OK
Stephen Jones is part of the Dave Ramsey SmartVestor Pro program, which helps individuals connect with investing professionals for assistance with retirement, college savings, and other investments.
What can you expect from a SmartVestor Pro?
As SmartVestor Pros you can expect the following from us:
- We are big Dave Ramsey fans - we believe in living debt free. We believe in living like no one else - so that later you can live (and give) like no one else.
- Our goal is to always do what is right for the client. We know that by doing right for you we can and will grow our business from raving fans that spread the word.
- We will display the heart of a teacher. One of our core philosophies is that our clients should always understand their investments. We are committed to taking the time with each client to make sure that they understand their investments.
- We have no minimums. Because we believe that getting a strong start is so important we don't exclude people because of their smaller account size. While many advisors will turn smaller prospects away - we are committed to helping those who need and value professional advise and guidance.
- We are transparent - In all of our client interactions you can expect transparency - no hidden agendas. Why? Because that's the way we would want to be treated - you might call it "The Golden Rule".
Qualified Professionals
SmartVestor Pros are investment professionals in your area that have been chosen by Dave Ramsey based on their integrity, professionalism and experience.
Client Needs First
Our goal is to always do what is right for the client. We know that by doing right for you we can and will grow our business from raving fans that spread the word.
Our Values
SmartVestor Pros understand and believe in the investment principles that Dave teaches on The Dave Ramsey Show each day.
Schedule an Appointment with Stephen
Working with an advisor that is part of the SmartVestor network cannot guarantee investmentsuccess or that financial goals will be achieved. There can be no assurance that working with a DaveRamsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisornot affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave RamseySmartVestor program is not affiliated with BD and Jones Financial Partners and is not sponsored or endorsed by BD nor Jones Financial Partners.
