Testimonials

“I had recently retired and needed my pension looked at. I had a feeling of friendliness right from my first meeting with Al and had no worries about being looked after. He is always in constant communication and open. I love attending the client appreciation events and listening to the informative speakers.” “After my spouse passed away, I had no idea what the next step was and trying to figure out my finances was difficult. I needed help, Al was there and assisted me in putting it all together. He is personable, caring, knowledgeable and great at helping people”“My husband was close to retirement, and we had no idea where to start. Al has done a fantastic job keeping us in the loop as to the next steps and what we should be doing. We were super comfortable with him right off the bat. He is trustworthy, transparent and non-judgmental. The office staff is warm, welcoming and on top of any issues that arise. We are now encouraging our kids to have a conversation with him to get a plan in place.”“I was looking for an advisor who was confident and that looked out for me. Al covers all that and more.”“The staff at A. Jones Wealth & Estate Planning does a wonderful job and keeps me well informed of any updates or changes that need to be made. Al cares about his clients and is very knowledgeable at what he does.”“Al Jones has been a knowledgeable and trustworthy resource as I worked through my separation and all the complicated financial implications that went with it. He made sure I understood the answers he gave to my questions. And he connected me with resources for answers he didn't have so that I could confidently move into the next chapter of my life. I don't know where else I could have received this kind of advice.”“I would 10 out of 10 recommend AJWEP and have done so to several people. They are so knowledgeable, friendly and helpful. They educate you on products they feel could benefit your family and future and you never feel pressured into anything. They are always available for advice and are honest. I really feel that they have my family and my future's best interest in hand.”“Valerie and I would like to express our thanks for the recent Christmas Breakfast at the Tangle Creek Golf Course. As in the past it was a great pleasure for us and for your arranging for professionals from various fields to share their knowledge and experiences with us relating to many of life's financial considerations in these ever changing times we live in.
We are pleased and consider ourselves fortunate to have been associated with Al Jones for many years and can only say Al Jones has earned one hundred percent of our trust and confidence over these years through his hard work and conscientiousness in handling our financial matters to a very successful point. We can only give the highest recommendation to Al and his equally professional staff to anyone who may be looking for someone to handle their financial planning.”“We have attended numerous breakfast events over the years hosted by our Financial Advisor, Al Jones. We enjoyed excellent company and, through the sharing of stories, were made aware of some legal details that required our personal attention. There's always something to learn, either through guest speakers or personal stories. We find these social/business sessions enjoyable and informative. Thank you, Al and staff.”“I have been working with Al Jones since 1992. I was a single mom with a limited amount of funds available. Because of Al's input I was able to buy my first home in 1997 as well send my son to Windsor University in 2004. Three years ago I met my amazing husband and introduced Gary to Al. Al now looks after the two of us. Soon Al will be traveling to London, Ontario to meet with my son and he will then be helping him - just one big happy family. Thanks Al.”

"Your Dreams
Your Goals
Your Plans"
-Al Jones

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