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 Putney, CFP®
474 S 6th Street, MacClenny, FL
32063, United States
Hours
Reviews
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1
- BWBen WatsonApr 30, 20225.0Great folks to work with. They seem to have my interest as a priority.
- NMNicole McWilliamsOct 2, 20211.0I didn't really like the experience over the phone asked me what I was interested in and then told me we weren't a good fit. I felt like I got the brush off like he was too busy so I got a little nasty at the end of the conversation cuz I was completely upset and disappointed.
- CVCarl VictorMar 25, 20175.0Over the years, I have handled our investments, selecting investments in companies that I have dealt with, knowing that we would receive stock splits and have significant gains. Unfortunately, that was many years ago and over our 50 years of investing we built, to our needs, a portfolio which was too susceptible to market fluctuations. Some years ago, we met Matt who reorganized our portfolio to account for those variances in the market and we are exceptionally satisfied with his outstanding understanding of how our investments are affected by market performance and taxes. Surprisingly, this year we had a tax return, not much, but better than giving the Fed our money. Our personal analysis of Matt is that he is an honest person with a reassuring personality that makes us comfortable. Thanks Matt, Priscilla is also a pleasurable asset in the Edward Jones office. No, we are not related to either. Carl and Joan Victor
Frequently Asked Questions About Edward Jones - Financial Advisor: Matt Putney, CFP®
What services does Edward Jones - Financial Advisor: Matt Putney, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
What are the office hours for Edward Jones - Financial Advisor: Matt Putney, CFP®?
The office is open Monday through Friday from 9:00 AM to 5:30 PM and closed on weekends.
Where is Edward Jones - Financial Advisor: Matt Putney, CFP® located?
Their office is located at 474 S 6th Street, MacClenny, FL 32063, USA.
How can I contact Matt Putney, the financial advisor at Edward Jones?
You can reach them by phone at +1 904-259-6400 or email at matt.putney@edwardjones.com.
Does Edward Jones offer an app for managing investments?
Yes, Edward Jones offers both Android and iOS apps for convenient mobile access to investment services.
What languages are spoken at Edward Jones - Financial Advisor: Matt Putney, CFP®?
English is spoken at this office.
How can I schedule a consultation with Matt Putney?
You can make a reservation or contact Matt Putney through their online contact page on the Edward Jones website.
Are there any nearby educational or childcare services around Edward Jones in MacClenny?
Yes, nearby preschools and daycare options include Episcopal Childrens Services, Sunshine Early Learning and School Readiness, and Mrs. Vanessa's Learning Ranch, which could be convenient for clients with young children.
What nearby financial or insurance services are near Edward Jones - Financial Advisor: Matt Putney?
Nearby financial and insurance services include Chuck Satterwhite - State Farm Agent, Farm Bureau Insurance, and Baker County Farm Bureau providing clients with additional options for insurance and financial planning.
What local amenities could I visit before or after a meeting at Edward Jones?
You might consider visiting nearby places such as Heavenly GraphX art gallery for cultural interest, Baker Nails for beauty services, or Cornerstone Methodist Church for community activities.