The Fine Print
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About A Chat with D JONES PROFESSIONAL SERVICES
What services does your business offer and what makes your business stand out from the competition?
As a former Internal Revenue Service instructor and group manager, not only do I bring considerable experience but and internal perspective. Because of this experience, I'm well equipped to handle most cases. Additionally, I'm a licensed financial representative offering a variety of investments.
What was the inspiration to start or run this business?
Throughout my working career it has always been achilles' heel for me, seeing clients being under-served and knowing the solution but because of company policy, etc., clients received less than they deserved. This has been a driving force for me to own my own business, alongside independence.
What do you love most about your job?
I love seeing clients leave my office with a smile on their face, especially when the situation looked gloomy from the onset. Most importantly, I enjoy solving problems and helping my clients achieve their financial goals.
What is the best reaction you've ever gotten from a customer?
This one customer literally left my office dancing and said this was the best news she had all year! I put together a financial plan for this client to pay off her home by the time she retired and keeping the taxes to a minimum, while earning a modest return on her investments. She was ecstatic!