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.
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Edward Jones - Financial Advisor: Matthew Fliss, CFP®
Careful, conservative advice with attention to my details. Immediate response to my needs. His advice has helped me grow and protect my investments over time.
Frequently Asked Questions About Edward Jones - Financial Advisor: Matthew Fliss, CFP®
What financial services does Edward Jones - Financial Advisor Matthew Fliss offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management tailored to individual client goals.
What are the office hours for Edward Jones - Financial Advisor Matthew Fliss?
The office is open Monday, Tuesday, and Thursday from 7:30 AM to 4:00 PM, Wednesday from 12:00 PM to 4:00 PM, Friday from 7:30 AM to 3:30 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I contact Edward Jones - Financial Advisor Matthew Fliss?
You can call the local phone number +1 480-983-1333 or email matthew.fliss@edwardjones.com. More contact options and appointment scheduling are available at their website.
Where is Edward Jones - Financial Advisor Matthew Fliss located?
The office is located at 43 Roxbury St, Keene, NH 03431, United States.
Can I schedule a consultation with Edward Jones - Financial Advisor Matthew Fliss online?
Yes, you can schedule an appointment online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/matthew-fliss/contact/.
Are there any nearby dining options when visiting Edward Jones in Keene?
Yes, nearby dining options include 21 Bar & Grill, which offers bar and grill food, and the Country Life Vegetarian Restaurant, known for its vegan and vegetarian cuisine. You can enjoy a meal before or after your appointment.
What nearby service providers are close to Edward Jones - Financial Advisor Matthew Fliss?
Nearby service providers include H&R Block for tax and financial services, and Jake's 5 Star Convenience and Deli for quick grocery or deli needs. These are convenient spots to visit in the same area.
Are there any community or professional centers near Edward Jones in Keene?
Yes, nearby community and professional centers include The Hive: Co-working Space for professional services, and the Hannah Grimes Center for Entrepreneurship which offers event planning and community services.
Does Edward Jones offer any online tools to help with financial planning?
Yes, Edward Jones offers a Retirement Savings Calculator online to help clients prepare for their financial future.
Which competitors are tracked alongside Edward Jones - Financial Advisor Matthew Fliss?
The tracked competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, all providing similar investment and financial advisory services.