Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Matt Sheffield, CFP®|CIMA®
910 54th Ave, Greeley, CO
80634, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- CSChris SheffieldNov 19, 20245.0Very knowledgeable and professional CFP! Matt has provided valuable advice and assistance managing our finances and planning for our preparation and transition into retirement.
- RSRyan SheffieldMay 20, 20245.0Matt is REMARKABLE! He is always accessible, promptly addresses any questions or concerns I have, and regularly provides updates and insightful advice that is tailored to my contestant evolving needs. His professionalism, integrity, and genuine commitment to my financial well-being is unmatched. I can't recommend him enough.
Frequently Asked Questions About Edward Jones - Financial Advisor: Matt Sheffield, CFP®|CIMA®
What financial services does Edward Jones - Financial Advisor: Matt Sheffield offer?
Edward Jones - Financial Advisor: Matt Sheffield offers services including financial advising, investment management, stock brokerage, and investment funds.
What are the specialty areas of Edward Jones - Financial Advisor: Matt Sheffield?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What are the business hours for Edward Jones - Financial Advisor: Matt Sheffield?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM, and Friday from 8:00 AM to 12:00 PM, closed on weekends.
Where is Edward Jones - Financial Advisor: Matt Sheffield located?
The office is located at 910 54th Ave, Suite 200, Greeley, CO 80634, USA.
How can I schedule an appointment with Matt Sheffield?
You can schedule an appointment through the website contact page at https://www.edwardjones.com/us-en/financial-advisor/matt-sheffield/contact/.
Does Edward Jones - Financial Advisor: Matt Sheffield have an app for mobile users?
Yes, there are Edward Jones mobile apps available for Android and iOS devices through the Google Play Store and Apple App Store.
Are there other Edward Jones financial advisors near this location?
Yes, nearby Edward Jones advisors include Nick Kenny and Lucas H Cirbo, located close to Matt Sheffield's office.
What banking services are available near Edward Jones - Financial Advisor: Matt Sheffield?
Nearby banking services include First National Bank of Oklahoma and FNBO, which provide banking and credit union services that might complement your financial planning.
Are there dining options near Edward Jones - Financial Advisor: Matt Sheffield?
Yes, there are restaurants nearby such as Country Steak Out and Coyote's Southwestern Grill, where you can enjoy a meal before or after your appointment.
How can nearby legal services assist me in conjunction with financial advising?
The nearby Law Offices of Miguel Martínez, P.C., and William Hughes Attorney at Law offer legal services that may help with estate planning or financial legal matters related to your investments.