Jones Insurance Agency Clients

Welcome, Jones Insurance Agency clients!  We are excited to have the opportunity to tell you about our team and what we have to offer.  To learn more about our team, please visit our Who We Are page.

We have partnered with Jones Insurance Agency for over 23 years to help meet your additional financial needs by offering advanced business and employer solutions which include:


Attraction, Recruitment, and Retention of Key Employees

Key Person Insurance Needs

Buy/Sell Agreement Review and Funding


401(k) and Retirement Plan Analysis

Advanced Retirement Planning


Informal Business Valuation

Business Succession Planning


To see a more extensive list of what we offer, please click here.

We are happy to discuss your business needs and get to know you better.  Feel free to contact us by phone (919-755-8670) or email us at .