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: Jeri Mattics, CFP®
125 Colorado Ave, Montrose, CO
81401, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
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- RZRachel ZelaznyAug 26, 20255.0Every time I work with Jerry she's absolutely phenomenal. Professional, warm, 5 stars!
- SFS FurstenfeldJan 3, 20205.0Great service
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeri Mattics, CFP®
What services does Edward Jones - Financial Advisor: Jeri Mattics, CFP® provide?
The office offers 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: Jeri Mattics, CFP®?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 2:00 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Jeri Mattics, CFP® located?
The office is located at 125 Colorado Ave, Suite C, Montrose, CO 81401, USA.
How can I contact Edward Jones - Financial Advisor: Jeri Mattics, CFP®?
You can contact them by phone at +1 970-249-2381 or via email at jeri.mattics@edwardjones.com.
Are there mobile apps available for Edward Jones's investment services?
Yes, Edward Jones offers mobile apps for both Android (Google Play) and iOS (App Store) to manage investments on the go.
Does Edward Jones - Financial Advisor: Jeri Mattics, CFP® offer an online tool for retirement planning?
Yes, they feature a retirement savings calculator to help clients prepare and plan effectively for retirement.
Which nearby medical facilities can I visit before or after consulting Edward Jones in Montrose?
Nearby medical facilities include Montrose VA Clinic and VA Medical Center, which provide various health services that might be helpful.
What transportation options are available near Edward Jones - Financial Advisor: Jeri Mattics, CFP®?
All Points Transit is a nearby transportation service that can help clients easily reach the office and explore Montrose.
Are there any local dining or refreshment spots close to Edward Jones's office?
Yes, Heavenly's Frozen Yogurt and DeAngelo's Pizza are nearby spots where clients can enjoy a treat before or after their appointment.
Can I find other financial advisors nearby Edward Jones - Financial Advisor: Jeri Mattics, CFP®?
Yes, other Edward Jones advisors in the area include Trevor J Harrison, Nadin Souders, Ben Jensen, and Chris Reichmann.