Daniel B. Jones CFP, Chfc, CLU, RICP- DBJ Wealth Management

Daniel B. Jones CFP, Chfc, CLU, RICP- DBJ Wealth Management Our highly respected team helps our clients achieve their own definition of financial security.

06/04/2026

Many things can be true at once. I can help you set up a financial plan to prepare for it all.

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that...
06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. https://www.northwesternmutual.com/life-and-money/what-is-included-in-a-financial-plan/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=a-financial-plan&agentid=072541

Big goals. Consistent effort. Trusted support. Proud to stand behind those in our community chasing what's possible.
06/01/2026

Big goals. Consistent effort. Trusted support. Proud to stand behind those in our community chasing what's possible.

05/27/2026

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

05/21/2026

Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.

I can help you put your money in drive so you can enjoy the road to financial freedom. Reach out to me to learn more.
05/18/2026

I can help you put your money in drive so you can enjoy the road to financial freedom. Reach out to me to learn more.

05/13/2026

I want to help your money with all the big plans you have this summer. Reach out to learn more.

Address

19 Campion Road
New Hartford, NY
13413

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13157315400

Website

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