Jon Owens

About

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.

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