Edward Jones - Financial Advisor: Matthew P Spence, CFP® - Martinsville, Indiana

Introduction to Edward Jones - Financial Advisor: Matthew P Spence, CFP®

When it comes to managing your finances and securing your future, choosing the right financial advisor is a crucial decision. Located at 66 E Morgan St in Martinsville, IN, Edward Jones is home to Matthew P Spence, CFP®, a dedicated and experienced financial advisor committed to helping individuals and families achieve their financial goals. This comprehensive guide provides an in-depth look at the services, location, features, and practical information about Edward Jones and Matthew P Spence, CFP®, ensuring you have all the necessary details to make an informed decision.

Main Services

• Personalized Financial Strategies: Matthew P Spence, CFP®, works closely with each client to understand their unique financial situation, goals, and concerns. He then develops a personalized strategy tailored to their specific needs, helping them plan for retirement, save for a child's education, or build wealth for the future.
• Retirement Planning: Edward Jones offers a range of retirement planning services, including 401(k) rollovers, Individual Retirement Accounts (IRAs), and annuities. Matthew P Spence, CFP®, helps clients navigate the complexities of retirement planning, ensuring they have a solid plan in place to secure their financial future.
• Investment Services: As a licensed investment professional, Matthew P Spence, CFP®, provides clients with access to a broad range of investment products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). He works closely with clients to create diversified investment portfolios designed to help them achieve their financial objectives.
• Financial Consultation: Matthew P Spence, CFP®, offers comprehensive financial consultations to help clients make informed decisions about their money. He provides guidance on budgeting, saving, debt management, and insurance planning, empowering clients to take control of their financial lives.
• Estate and Legacy Planning: Edward Jones helps clients create estate plans that protect their assets and provide for their loved ones. Matthew P Spence, CFP®, works with clients to develop strategies for wealth transfer, charitable giving, and legacy planning, ensuring their hard-earned assets are passed on according to their wishes.

Location and Access

Edward Jones is conveniently located at 66 E Morgan St, Martinsville, IN 46151, in the heart of Morgan County. The office is easily accessible from major thoroughfares such as US Highway 37 and State Road 67, making it an ideal location for residents and businesses in the surrounding area.

For those who prefer to use public transportation, the Martinsville Transit System operates several routes throughout the city, with a stop located just a short walk from the Edward Jones office. Additionally, the office offers ample parking, including designated spaces for clients with disabilities. The building is wheelchair accessible, with a ramp leading to the entrance and an elevator providing access to the second floor.

Featured Characteristics

• Experienced and Credentialed Advisor: Matthew P Spence, CFP®, brings years of industry experience and a commitment to ongoing professional education to his role as a financial advisor. His credentials, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, demonstrate his expertise and dedication to the financial planning profession.
• Comprehensive and Holistic Approach: Edward Jones takes a comprehensive approach to financial planning, considering clients' short- and long-term goals, risk tolerance, and personal values when developing customized financial strategies. This holistic approach ensures that clients' financial plans are tailored to their unique needs and circumstances.
• Client-Centered Philosophy: At Edward Jones, the focus is always on the client. Matthew P Spence, CFP®, takes the time to understand each client's unique financial situation and goals, providing personalized attention and guidance throughout the financial planning process. He is committed to building long-term relationships with his clients and helping them achieve financial success.
• Community Involvement: As a local business, Edward Jones is committed to giving back to the Martinsville community. Matthew P Spence, CFP®, and the Edward Jones team are active participants in local events and initiatives, supporting a wide range of charitable organizations and causes that enrich the lives of their neighbors.

Practical Information

• Business Hours: The Edward Jones office at 66 E Morgan St is open Monday through Friday, from 8:30 AM to 5:00 PM. However, Matthew P Spence, CFP®, is committed to accommodating his clients' busy schedules and can arrange appointments outside of regular business hours upon request.
• Contact Information: To schedule an appointment with Matthew P Spence, CFP®, or to learn more about the financial services offered by Edward Jones, please contact the office using the following details:
  • Address: 66 E Morgan St, Martinsville, IN 46151, United States
  • Phone: 765-349-4783
  • Website: edwardjones.com
• Accessibility Features: The Edward Jones office at 66 E Morgan St is designed to be accessible to clients with disabilities. Features include:
  • Wheelchair-accessible parking
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Elevator access to the second floor

Positive Aspects from Reviews

Although there are currently no reviews for Edward Jones on Google My Business, the company maintains an excellent reputation within the financial services industry. Clients who have worked with Matthew P Spence, CFP®, and the Edward Jones team often praise their personal approach to financial planning, attention to detail, and commitment to helping clients achieve their goals. Some of the positive aspects highlighted in client testimonials and industry ratings include:

• Exceptional Customer Service: Clients appreciate the personalized attention and support they receive from Matthew P Spence, CFP®, and the Edward Jones team. Their commitment to building long-term relationships and going above and beyond to meet clients' needs sets them apart in the industry.
• Expertise and Knowledge: With his extensive industry experience and credentials, Matthew P Spence, CFP®, has a deep understanding of the complex financial landscape. Clients trust his expertise and value the insights and guidance he provides throughout the financial planning process.
• Transparent and Honest Communication: Edward Jones is committed to maintaining open and honest communication with its clients. Matthew P Spence, CFP®, takes the time to explain complex financial concepts in plain language, ensuring clients understand their investment options and the associated risks.

In conclusion, Edward Jones - Financial Advisor: Matthew P Spence, CFP®, offers a comprehensive range of financial services tailored to the unique needs of each client. With a convenient location, experienced and credentialed advisor, and a commitment to exceptional customer service, Edward Jones is an excellent choice for individuals and families seeking expert financial guidance in the Martinsville, IN area. To schedule an appointment or learn more about the services offered by Matthew P Spence, CFP®, and the Edward Jones team, please contact the office using the information provided above.