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: Terri Mathies
637 X Street, Bedford, IN
47421, United States
Reviews
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- DRDiana ReynoldsJan 3, 20205.0I love working with Terri, she is friendly, professional, and very down to earth. I have been with Edward Jones since 2006 and wouldn't think of making a change. They give you the small town attention no matter which office you choose and you don't feel like a number, you feel like family.
Frequently Asked Questions About Edward Jones - Financial Advisor: Terri Mathies
What services does Edward Jones - Financial Advisor: Terri Mathies offer?
Edward Jones - Financial Advisor: Terri Mathies provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Terri Mathies located?
The office is located at 637 X Street, Bedford, Indiana, 47421, United States.
How can I contact Edward Jones - Financial Advisor: Terri Mathies?
You can contact Terri Mathies via phone at +1 812-275-5131 or email at terri.mathies@edwardjones.com.
Does Edward Jones - Financial Advisor: Terri Mathies provide online or mobile app services?
Yes, Edward Jones offers mobile apps available for Android and iOS devices, allowing clients to manage investments on the go.
Can I book a consultation appointment online with Edward Jones - Financial Advisor: Terri Mathies?
Yes, you can schedule a consultation through the online reservation page at Edward Jones' website for Terri Mathies.
What languages are spoken at Edward Jones - Financial Advisor: Terri Mathies?
The primary language spoken is English.
Which financial services competitors are noted near Edward Jones - Financial Advisor: Terri Mathies?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, all offering various investment and financial planning services.
What are some nearby places of interest around Edward Jones - Financial Advisor: Terri Mathies?
Nearby places include Dollar General for discount shopping, Lisa's Beauty Salon for hair and makeup services, and the Bedford Bureau of Motor Vehicles for DMV needs.
How can nearby transit or government offices like the Bedford BMV Branch assist customers visiting Edward Jones?
The Bedford BMV Branch provides essential public services nearby, making it convenient for customers to handle DMV tasks before or after financial consultations at Edward Jones.
Are there any local dining options near Edward Jones - Financial Advisor: Terri Mathies for clients to visit?
Yes, clients can enjoy meals at nearby places like Apron Strings Diner and Quiznos, great spots for casual dining before or after visiting Edward Jones.