About us

I'm Patrick Jones, MBA- New York Life, a leading personal finance registered representative in Huntsville, Alabama, who specializes in investments, insurance, and retirement. We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to, insurance, college education, retirement, disability, long-term care, and lifetime income strategies. We have helped clients throughout Huntsville and the surrounding communities reach their financial goals by providing personalized services and financial planning. Every client is unique, so together we can develop a custom-tailored solution that meets today's needs and tomorrow's as well. We strive to provide our clients with the best possible solutions and service to maximize their financial success. Please contact me to help fully analyze your needs and recommend appropriate solutions.