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 Leppek
4151 Shrestha Dr, Bay City, MI
48706, United States
Hours
Reviews
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- TTTimothy TomczakMar 1, 20235.0As someone just starting to invest, Matt educated me very well on all that I needed to know and made me feel comfortable with my investment choosing. He is very personable and easy to work with. Highly recommend.
- LTLeo TomczakFeb 28, 20235.0Matthew helped me plan every stage of my retirement and told me ahead of time what to expect. Everything went according to plan and I am now retired and stress free. Matthew is very professional and his planning skills are exceptional.
- AAAdamFeb 28, 20235.0Very professional and really goes above and beyond helping you manage and set goals for your financial future
Frequently Asked Questions About Edward Jones - Financial Advisor: Matthew T Leppek
What financial services does Edward Jones - Financial Advisor: Matthew T Leppek 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 of Edward Jones - Financial Advisor: Matthew T Leppek?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and by appointment only on Saturdays.
Is Edward Jones - Financial Advisor: Matthew T Leppek open on weekends?
The office is closed on Sundays and open by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor: Matthew T Leppek located?
The office is located at 4151 Shrestha Dr, Suite C, Bay City, MI 48706, USA.
How can I contact Edward Jones - Financial Advisor: Matthew T Leppek?
You can call the local phone number at +1 989-792-3307 or email matthew.leppek@edwardjones.com.
How can I schedule a consultation with Matthew T Leppek?
Consultations can be scheduled through the online contact page at https://www.edwardjones.com/us-en/financial-advisor/matthew-leppek/contact/.
Are there any nearby healthcare providers close to Edward Jones' office?
Yes, there are several nearby healthcare providers including Learman Dental, True North Chiropractic, and Bay City Comfort Care which might be convenient if you have appointments before or after visiting Edward Jones.
What local recreational spots are near Edward Jones - Financial Advisor: Matthew T Leppek?
Nearby recreational places include Bay County Civic Arena, Sk8 Bay Figure Skating Club, and Metro Skate West, great for relaxation or family activities before or after your visit.
Are there nearby businesses where I can shop or grab a gift near Edward Jones?
Yes, you can visit Ryan's Sales and Service for clothing, Staples for office supplies, and Lawler's Hallmark Shop for gifts and cards near the Edward Jones location.
What competitors does Edward Jones - Financial Advisor: Matthew T Leppek have in Bay City?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, which also offer financial advisory and investment services.