Edward Jones - Financial Advisor: Matthew Robertson, CFP®|CIM®|FCSI®

5.0
6 reviews
Get DirectionsCallWebsite

Business Details

2406 Fairway Plaza Road South, Lethbridge, AB
T1K6Z3, Canada
(403) 327-0605
https://www.edwardjones.ca/ca-en/financial-advisor/matthew-robertson
GoogleFacebookTwitterLinkedIn

About

Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

Location

Edward Jones - Financial Advisor: Matthew Robertson, CFP®|CIM®|FCSI®
2406 Fairway Plaza Road South, Lethbridge, AB
T1K6Z3, Canada

Hours

Reviews

5.0
6 reviews
5 stars
6
4 stars
0
3 stars
0
2 stars
0
1 star
0
  • PL
    Paul Lewin
    Mar 3, 2025
    5.0
    Matt is great to deal with and explains in detail everything that’s going on within my portfolio. Very happy with his services.
  • TC
    Trevor Cale
    Jun 5, 2024
    5.0
    Matt has provided exceptional service, always taking the time to develop a comprehensive and personalized financial strategy while ensuring we fully understand the 'why' behind his recommendations. His attention to detail and willingness to tailor advice specific to our situation has made a significant difference in our financial planning. I highly recommend Matt's services to anyone seeking a dedicated and personalized approach to financial management.
  • JF
    J Fisher
    Jul 12, 2021
    5.0
    I understand that I don't have the biggest portfolio out there, but Matt treats my account just as important and valuable as any one else. He takes the time to go over strategies for my money and to make sure that we are following a plan that is directed to my personal goals. Would definitely recommend.
  • DB
    debra basil
    May 26, 2021
    5.0
    We have been working with Matt for many years. He has done a great job for us, and he's easy to work with. If you are looking for a financial adviser I highly recommend him.
  • AV
    Angela Viola
    Aug 21, 2018
    5.0
    I feel confident with my investments in Matt's hands. Before moving to Edward Jones, I was so tired of getting calls from call centers about my investments. I really feel like Matt knows me and understands my goals and priorities. He takes his time to explain everything and answer my questions to make sure that my money is working for me. Great personal service!
Read more reviews on Google

Frequently Asked Questions About Edward Jones - Financial Advisor: Matthew Robertson, CFP®|CIM®|FCSI®

What services does Edward Jones - Financial Advisor: Matthew Robertson offer?

They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.

What are the business hours for Edward Jones - Financial Advisor: Matthew Robertson?

The office is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Sundays and Saturdays, except by appointment on Saturdays.