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 T Lewis, CFP®
8251 113th Street, Seminole, FL
33772, United States
Reviews
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- NJNicole JordanSep 29, 20235.0I've had the privilege of working with Matthew Lewis at Edward Jones for about a year now, and I am so thankful for his exceptional expertise and dedication to helping me achieve my financial goals. Matthew provides extensive knowledge of the financial landscape and has a remarkable ability to explain complex financial concepts in a clear and understandable manner. He patiently listened to my financial objectives and tailored a personalized plan that aligned perfectly with my goals and risk tolerance. Matthew is clearly committed to client satisfaction. He regularly keeps me informed about my investments' performance and quickly addresses any questions or concerns I may have. His professionalism and reliability instill a sense of trust and confidence in the advice he provides. Working with Matthew Lewis has been a truly positive experience, and I highly recommend him to anyone seeking a dedicated and knowledgeable financial advisor.
- JGJamie GiammonaSep 28, 20235.0I just met today with Matthew from Edward Jones. We talked for an hour we went over everything and I can see that he’s really concerned and cared about my future and retirement. I felt very confident with him handling my account.
- FNFelicia NicosiaMar 9, 20225.0I have utilized Edward Jones for my financial planning for just over 4 years. I was recently assigned to a new advisor, Matthew Lewis. He was positively recommended by my two prior advisors, so I was hopeful when first meeting him. Our first orientation meeting was way better than expected, and I felt like Matthew went above and beyond in his efforts to really get to know us and to determine our needs and goals financially and for our lives. He was encouraging, resourceful, personable, and relatable. I am looking forward to continuing to work with him and feel confident that he has our best interest in mind.
Frequently Asked Questions About Edward Jones - Financial Advisor: Matthew T Lewis, CFP®
What investment services does Edward Jones - Financial Advisor: Matthew T Lewis, CFP® offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
How can I schedule an appointment with Matthew T Lewis at Edward Jones?
Appointments can be scheduled through the online contact page at https://www.edwardjones.com/us-en/financial-advisor/matthew-lewis/contact/.
What are the office hours and availability for Edward Jones - Financial Advisor: Matthew T Lewis?
The office is open by appointment only on Fridays, with regular hours otherwise.
Where is Edward Jones - Financial Advisor: Matthew T Lewis located?
The office is located at 8251 113th Street, Seminole, FL 33772, USA.
What languages are spoken at Edward Jones - Financial Advisor: Matthew T Lewis's office?
English is spoken at this office.
What types of financial products does Edward Jones - Financial Advisor: Matthew T Lewis provide advice on?
They provide services related to stocks & bonds, investment management, funds investment, and financial advising.
Are there any health and medical services near Edward Jones - Financial Advisor: Matthew T Lewis?
Yes, nearby are health services including Seminole Chiropractic Wellness Center, Best Coast Chiropractic, Dr. Palaganas (dentist), and Your Smile Studio (orthodontist). Customers could visit those for health needs before or after their financial consultations.
What fitness facilities are close to Edward Jones - Financial Advisor: Matthew T Lewis?
The Exercise Coach Seminole FL, a fitness trainer and gym, is nearby. Clients might enjoy a workout session there before or after their investment consultations.
Are there other financial service providers near Edward Jones - Financial Advisor: Matthew T Lewis?
Yes, nearby financial services include Floridacentral Credit Union, CPA Partners, LLC (accounting and financial services), Initial Lending Group (loan and investing), and another Edward Jones advisor, Peter V Seriano, CFP®. This provides a variety of financial support options in the area.
How can Edward Jones clients benefit from nearby real estate and legal services?
Nearby real estate agents like Jason Kotsko, Realtor and Cliff Roe Realty Inc. can assist clients with property investments, while Schuett Law Group provides legal services, which might be useful for estate planning or other financial matters discussed with Edward Jones.