Jeffrey  Jones,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey Jones, CFP®

CYPRESS FINANCIAL PLANNING

1500 KINGS HIGHWAY N, SUITE B-204
CHERRY HILL, NJ 08034
FINANCIAL ADVISOR'S WEBSITE
(856) 720-0029

General

Jeffrey Jones is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CYPRESS FINANCIAL PLANNING in CHERRY HILL, NJ and the surrounding communities.

Financial Advisor Overview

Provide broad financial planning and investment management services to individuals and families.
Fee-only, no products to sell.
Specialize in Retirement Planning, Wealth Accumulation and Preservation

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Financial Advisor Experience

Owner and Principal of Cypress Financial Planning since 2009
Previously Financial Analyst at Goldman Sachs 2007-2009

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Government & Military, Getting Married, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources