Coons Financial Services

Educating and Empowering You for Financial Stability

Personalized services for individual and business needs to ensure long-term financial success.

Recent clients who trusted us with their financial goals.

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Our Philosophy

Founded on the Belief That Everyone Deserves Financial Peace

At Coons Financial Services, we believe financial security isn’t just about numbers — it’s about freedom, stability, and confidence. Jessica and her team guide clients with clarity and compassion, creating simple, effective plans for long-term success.

Jessica Coons - Retirement & Wealth Strategist
What We Offer

Financial Strategies for Every Stage of Life

From managing debt to planning for your future, we offer personalized services to help you achieve financial stability and success.

Debt Accessment

A clear, strategic path to managing and overcoming your debt.

Short & Long Term Savings

Tailored strategies for your immediate needs and future goals.

High Yield Options

Discover opportunities to make your money work harder for you.

Retirement Advising

Helping you build a secure and comfortable retirement.

Testimonials

What Our Clients Say

“Jessica was able to assist me in going over my current debt situation... She provided me with a strategy that was easy to understand and follow...”

David B.

Client

“Being as young as I am... I was looking for advice on how to avoid that. Jessica spent time with me explaining basic ways to stay financially stable...”

Emily P.

Young Professional

“Jessica made retirement feel achievable instead of just a far-off dream. Her strategies were clear, and now I know exactly what I need to do to be prepared.”

Mike T.

Retirement Planner

“I had some savings but no idea how to make it grow. Jessica introduced me to high-yield options I never knew existed. I'm finally seeing real returns on my money.”

Brian S.

Client

“We wanted to save for our children's education and a new home. Jessica helped us create a realistic short and long-term savings plan. We're finally on track!”

Ethan & Lisa W.

Family

“Working with Jessica was the best financial decision I've made. She's compassionate, non-judgmental, and incredibly knowledgeable. I've paid off my debt.”

Leon H.

Client

FAQ

Frequently Asked Questions

Have questions? We have answers. Here are some of the most common questions we get from clients.

We start with a free, no-obligation 30-minute discovery session. This allows us to understand your needs and see if we're a good fit. You can book one directly from our site.

Our primary services include:

  • Debt Assessment
  • Short and Long Term Savings Options
  • High Yield Options
  • Retirement Advising

Our approach is founded on ethics and compassion. We provide personalized services for both individuals and businesses. Our main goal is to educate and empower you to take charge of your financial situation and achieve long-term success.

Jessica Coons is a Retirement and Wealth Strategist. Her credentials include:

  • Licensed Real Estate Agent
  • Life and Health Insurance Agent
  • Certified by NAIC
Take Control of Your Future

Start Building Financial Confidence Today

It all begins with a free 30-minute discovery session. No pressure, no sales — just a real conversation about your goals.