Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
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In 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.
BU
Blake Upston
Nov 7, 2017
5.0
I have been working with Matt for over 4 years both personally and for our company. He is very professional and realible. I am very happy with service that we have received!
SD
Sara Dunn
Aug 15, 2017
5.0
Matt 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.
KK
Kt King
Jul 7, 2017
5.0
Matt 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.
JR
James Rose
Sep 21, 2016
5.0
Matt is true professional. When you're looking to invest you're money in a retirement, you need to have someone that you can trust. I moved my money from two other firms to Matt and have been more then pleased with the level of honesty that he brings to the table. I am very comfortable knowing that it is in good hands, and will continue to recommend him to any friends and family that are looking to invest. Thank you Matt, I look forward to lasting relationship. -Jim
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.