Anna Jones
CDFA®
Financial Advising with a Social Work Heart
State(s) Licensed: GA, NC, NM, SC
412 Angus Drive
Columbia, SC 29223
Financial Advising with a Social Work Heart
State(s) Licensed: GA, NC, NM, SC
Real Help for Real Life
Financial advice shouldn’t just be for the rich - it should be something everyone can access. As a Financial Advisor, I’m all about breaking down the walls that stop people from getting help with their money. Whether you're just getting started, going through a big life change, or thinking ahead to retirement, I’m here to help you navigate the road ahead. When you work with me, you’ll get someone who’s genuinely invested in helping you feel confident about your financial decisions. I take the time to understand your goals, your challenges, and what matters most to you. My approach is all about making things clear and manageable, so you can move forward with a sense of direction and purpose in your financial future.
At Thrivent, we believe money is a tool, not the end goal. Everyone’s financial situation is unique, and your plan should reflect that. I take the time to get to know where you’re at today and where you want to go. A written financial plan can help you organize your goals and make confident, informed decisions.
Personalized Service
I believe financial planning should reflect your individual circumstances. That’s why I take the time to understand your goals, preferences, and current financial picture. Through a collaborative process, I’ll offer guidance tailored to your needs and help you explore strategies that align with your priorities.
What You Can Expect When We Work Together
You can count on:
- Real conversations that focus on who and what matters most to you
- Strategies with purpose, designed to move you toward your goals
- Ongoing guidance to help you stay on track over time
No matter where you are in your financial journey – just starting out, reviewing your current strategy, or planning for the future – I offer financial planning services that fit your life. My approach is collaborative and focused on helping you make informed choices that support your goals.
Ready to Take the Next Step?
The journey to financial clarity doesn’t have to be complicated. Let’s start with a meaningful conversation about what matters most to you. It’s easy to get in touch!
- Email: Anna.Jones@thrivent.com
- Call or Text: 803-864-2205
- Dive in and Schedule a Free Introductory Meeting with Me
- Or use the form below
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Columbia Office
- Phone:
- 803-864-2205