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Wendell J
CFP®, ChFC®, Series 65
Greensboro, NC
Phoenix Financial Solutions, Inc.
Wendell Jones Jr. is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®) with 17 years of industry experience. He has been the principal advisor at Phoenix Financial Solutions, Inc., an independent firm based in Greensboro, NC, since 2005. Phoenix Financial Solutions, Inc. offers fee-only financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and other corporate entities. The firm emphasizes asset allocation and long-term, fundamental investment strategies while providing non-discretionary advice and conducting educational workshops on financial topics.
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