Jon Owens

Financial ServicesFinancial AdvisorFinancial consultantFinancial PlannerSpokane, Washington

Contact

Address
6519 North Maple Street Suite A, Spokane, Washington, 99208
Phone
(509) 844-2903
Website
jonowenscfp.com/
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Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed

Description

Jon Owens provides comprehensive financial advising and wealth management services to individuals and families in Spokane, WA. As a trusted financial planner, Jon specializes in creating customized strategies that help clients achieve financial independence and long-term security. With expertise in investment services including bonds, common stock, brokerage accounts, treasury bills, government securities, and treasury notes, Jon offers diversified portfolio solutions tailored to each client's goals. Retirement planning services encompass Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, Educational IRA, 401k planning, and 403b planning options.