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: Willie Matis, CFP®|CEPA®
1025 N Main St, Franklin, IN
46131, United States
Hours
Reviews
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2 reviews
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- DPDavid PurdyDec 29, 20235.0Nothing but great work from Willie, I would highly recommend him to anyone who is interested in a financial advisor. He is great about explaining anything you are unfamiliar with if you have questions and have seen him go the extra mile quite a few times just to help!
Frequently Asked Questions About Edward Jones - Financial Advisor: Willie Matis, CFP®|CEPA®
What financial services does Edward Jones - Financial Advisor: Willie Matis offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor: Willie Matis?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on Sundays.
Can I book an appointment on Saturdays at Edward Jones - Financial Advisor: Willie Matis?
Yes, but only by appointment as the office is open by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor: Willie Matis located?
The office is located at 1025 N Main St, Franklin, IN 46131, United States.
How can I contact Edward Jones - Financial Advisor: Willie Matis?
You can reach them at the phone number +1 317-560-5623 or via email at willie.matis@edwardjones.com.
Does Edward Jones - Financial Advisor: Willie Matis have an online presence?
Yes, they have a website and social media links including LinkedIn and Facebook, and mobile apps for Android and iOS.
What languages are supported at Edward Jones - Financial Advisor: Willie Matis?
Services are provided in English.
What are some nearby places I can visit before or after my appointment at Edward Jones - Financial Advisor: Willie Matis?
You can visit Urban Air Trampoline and Adventure Park for entertainment, or enjoy a meal at Taco Bell and Wingstop, which are close by.
Are there financial institutions near Edward Jones - Financial Advisor: Willie Matis for additional services?
Yes, there are several nearby banks including Mutual Savings Bank, Huntington Bank, and Fifth Third Bank for your banking and credit needs.
What other professional services are available close to Edward Jones - Financial Advisor: Willie Matis?
You can find chiropractors like Central Indiana Chiropractic and MoveWell Chiropractic, as well as real estate services at Jarvis Realty Group nearby.