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: Matt Surrency, CFP®|SE-AWMA®
13100 Tech City Circle 300, Alachua, FL
32615, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- JWJulius WrightMay 11, 20225.0I just had the pleasure of speaking with a Ms.Janet in reference to an old family financial discovery. During the initial phone call she was right on it and when she said “give me the information you have and I’ll get right back to you.” Although even with as sincere as she sounded, I never would have imagined how thorough and above and beyond she was about to go. She did a remarkable job delivering answers to all my questions in addition to delivering new questions already bundled with their answers. Most importantly she did this for me out of the kindness of her heart. You Ms.Janet are a good soul and your colleagues are blessed to have you on their team. Your energy has genuinely made my day and I know it will do the same for my grandmother when she’s hears about you. Blessings to you and those you love, enjoy your evening. Thank you! Sincerely, Julius Wright
Frequently Asked Questions About Edward Jones - Financial Advisor: Matt Surrency, CFP®|SE-AWMA®
What services does Edward Jones - Financial Advisor: Matt Surrency offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Matt Surrency located?
The office is located at 13100 Tech City Circle 300, Alachua, FL 32615, USA.
What are the office hours of Edward Jones - Financial Advisor: Matt Surrency?
The office is open Monday through Friday from 8:00 AM to 5:00 PM EST and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Matt Surrency?
You can contact the office by phone at +1 386-272-2213 or via email at matt.surrency@edwardjones.com.
Does Edward Jones - Financial Advisor: Matt Surrency provide online or mobile app support?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for convenient access to financial information.
How can I book a consultation with Edward Jones - Financial Advisor: Matt Surrency?
You can schedule an appointment online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/matt-surrency/contact/.
Which nearby places can I visit before or after my appointment at Edward Jones?
Nearby you can visit The Domains at Tech City, a landmark and historical building, or enjoy a meal at Harvest Thyme restaurant.
Are there legal services near Edward Jones - Financial Advisor: Matt Surrency?
Yes, nearby legal services include Legally Remote for wills, trusts and probate, and Dignity and Trust Law, PLLC for estate planning law.
Can I find health and medical services near Edward Jones - Financial Advisor: Matt Surrency?
Nearby health services include Hancock-Smith Pediatric & Behavioral Health and NovApproach Spine for medical and event planning needs.
What financial products does Edward Jones - Financial Advisor: Matt Surrency specialize in?
They specialize in stocks and bonds, investment management, and act as stock and bond brokers to help clients manage their investments.