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 McDonald
3005 Oakland Drive, Kalamazoo, MI
49008, United States
Reviews
5.0
13 reviews
5 stars
13
4 stars0
3 stars0
2 stars0
1 star0
- SFSuzanne FriesnerAug 11, 20215.0In a most difficult time of my life, I was referred to Matt McDonald to assist me with my financial portfolio. I am forever grateful for the referral as the care, kindness, helpfulness and honesty were the qualities that are most important to me and which Matt evidences consistently. He is intelligent, compassionate and able to explain his recommendations clearly and with evidence. He gives you the time you need to make informed choices and is available when needed. I trust him.
- JGJosh GettigFeb 20, 20185.0Awesome guy!
- SDSara DunnAug 15, 20175.0Matt is such a kind, caring advisor. He will make you feel welcomed and at ease from the first appointment, even if you've never worked with a financial advisor before. I'd highly recommend Matt for help in retirement planning.
- KKKt KingJul 7, 20175.0Matt is really great at putting very complicated jargon into terms that real people are able to understand easily. As others have said, he's professional and caring and he is knowledgeable about the field.
- RWRobert WillettMay 9, 20165.0Matt is fantastic! I went in having never invested, and came out confident and VERY well informed. Covered all the bases, answered all the questions, and brought up plenty I hadn't considered. And he's really not a salesman at all. Everything was presented but nothing was pushed in the slightest aside from the "This is a REALLY good decision and you should be doing this" stuff that an advisor should be telling you. Plus he's great fun to talk to! I look forward to my appointments here :) Highly recommend!
Frequently Asked Questions About Edward Jones - Financial Advisor: Matt McDonald
Who is the financial advisor at Edward Jones located at 3005 Oakland Drive, Kalamazoo?
Matt McDonald is the financial advisor at Edward Jones located at 3005 Oakland Drive, Kalamazoo, MI 49008.
What personalized investment services does Edward Jones offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
How can I schedule a consultation with Matt McDonald at Edward Jones?
You can schedule a consultation by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/matt-mcdonald/contact/ or calling +1 269-345-0783.
Which financial products does Edward Jones provide?
Edward Jones provides services such as financial advising, investment management, stocks and bonds brokerage, and mutual funds.
What languages are spoken at Edward Jones with Matt McDonald?
English is the primary language spoken at Edward Jones with Matt McDonald.
Where can I find the Edward Jones mobile app?
The Edward Jones mobile app is available on both Android (Google Play Store) and iOS (Apple App Store) platforms.
Which nearby businesses could I visit along with Edward Jones at 3005 Oakland Drive?
Nearby businesses include Lil Sprouts and Little Sprout Children’s Boutique for children's clothing, Rx Optical for eye care, and Oakwood Plaza shopping center for various retail options.
Are there dining options near Edward Jones at 3005 Oakland Drive?
Yes, nearby dining options include Fletcher's Pub, Cafe 36, Amorino Gelato for desserts, and Oakwood Bistro featuring seafood and American cuisine.
What pet-related stores are near Edward Jones in Kalamazoo?
Nearby pet stores include Bark's 5th Avenue, Wild Birds Unlimited, and Barks In The Zoo, which also offers pet grooming services.
How can nearby places like Kellogg Community Credit Union and The UPS Store assist me when visiting Edward Jones?
Kellogg Community Credit Union can assist with banking needs, and The UPS Store provides shipping, printing, and packing services, making them convenient stops during your visit to Edward Jones.