Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA®|AWMA®
5.07 reviews
Business Details
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.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA®|AWMA®
3550 Round Barn Blvd, Santa Rosa, CA
95403, United States
Hours
Reviews
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- NMNathan MaaszJan 21, 20255.0I'm incredibly grateful for the guidance and support I've received from Matt Walls. He took the time to truly understand my financial situation, risk tolerance, and long-term aspirations. Matt's explanations are clear and concise, and he always makes me feel comfortable asking questions. He's proactive in identifying opportunities and addressing potential challenges, and I feel confident that my financial future is in good hands.
- KHKylie HilliardApr 11, 20245.0Matt is my go to guy for all things financial and investing and I would definitely refer him to others. He is extremely knowledgeable and works very hard to make sure that he delivers the information in an easy to understand format which is so very important. Thank you Matt for all of your help and knowledge.
- LVLuis VillagomezAug 10, 20235.0Matt is a Professional investment advisor he knows what to do with your future(you’re in good hands). Highly recommended.
- SOstacia owenAug 10, 20235.0Matt Walls is wonderful! Investing can be intimidating and confusing but Matt makes it so comfortable. His insight and knowledge takes the fear out of knowing what is right thing to do You can trust his advice to be in YOUR best interest. I highly recommend him.
- JMJosh MadonickApr 14, 20235.0Deciding to work with a financial advisor can be a challenge - are they worth the money, are they acting in my best interest, and do they really make that much of a difference? These are certainly the questions that come up, and part of the reason we dragged our feet. These just simply aren't things you need to worry about when working with Matt. He has tremendous integrity, and works together with you to develop the best plan for your needs and goals. He also has an amazing way of making complex topics easy to understand, which is very much appreciated for people who don't have the time to dive into the details (like me!). Couldn't recommend Matt more highly, and his new office (this location) is beautiful and conveniently located!
Frequently Asked Questions About Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA®|AWMA®
What services does Edward Jones - Financial Advisor: Matthew Walls provide?
The office offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and financial advising.
Where is Edward Jones - Financial Advisor: Matthew Walls located?
The office is located at 3550 Round Barn Blvd, Suite 205, Santa Rosa, CA 95403, USA.
What are the office hours of Edward Jones - Financial Advisor: Matthew Walls?
The office is open Monday through Friday from 8:00 AM to 4:30 PM. It is closed on Saturdays and Sundays, with appointments available by appointment only on Thursdays.
How can I contact Edward Jones - Financial Advisor: Matthew Walls?
You can reach them by phone at +1 707-356-4308 or the alternate phone at +1 707-293-9491, and by email at matthew.walls@edwardjones.com.
Is it possible to book an appointment online with Matthew Walls?
Yes, appointments can be booked through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/matthew-walls/contact/.
What languages are spoken at this Edward Jones office?
English is the primary language spoken at this office.
Are there any nearby financial services or advisors close to Edward Jones in Santa Rosa?
Yes, nearby financial service providers include Michael Yee, Randy Blankenbaker, Focus Partners Wealth, Scarbrough Financial Group, and Stifel - Santa Rosa, which can complement your financial planning experience or provide alternative perspectives.
What mortgage-related services are near Edward Jones - Financial Advisor: Matthew Walls?
Nearby mortgage lenders and brokers include Wells Fargo Home Mortgage, Redwood Trust Deed Services, Guild Mortgage - Kelly Cort, New American Funding, and Summit Funding, which can assist clients needing mortgage or lending solutions.
Are there any notable nearby places to visit before or after visiting Edward Jones?
You might consider visiting the Round Red Barn - Fountaingrove, a local landmark and museum, or enjoying a meal at Fountain Grove Deli nearby to enhance your visit to the area.
How can nearby services help when visiting Edward Jones - Financial Advisor: Matthew Walls?
Nearby services like Armorous Private Security can provide personal safety, and employment agencies like Aerotek and Next One Staffing may assist with career planning, making it convenient to manage multiple professional needs in one area.