You are invited to become a member of the Chuck Jones & Associates family.

We will help get your Financial & Estate Planning in perfect order.

At Chuck Jones & Associate, Inc. we treat our clients like family. We become close and familiar with all aspects of their lives and we pride ourselves on doing effective, personalized planning. When you hire us, for a fee, you will receive comprehensive financial planning, which means we will hold a team of “best-in-show” subject matter experts accountable to make sure you get your entire financial house in order and keep it that way forever.

Chuck Jones & Associates is a fee-based financial planning firm located in Portland, Oregon. Since 1991, we’ve been working to serve the financial planning, business planning and investment counseling needs of individuals, families and small businesses. We are affiliated with The H Group, Inc., a wealth management firm.

Call us today at (503) 291-1313, or toll-free at 800-808-1285, or use our Online Contact form, to schedule a no-charge, no-pressure Financial Planning consultation, and see how our family can help your family.

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CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.