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 DiFilippo, ChFC®
2149 N Fairfield Rd, Beavercreek, OH
45431, United States
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Matt DiFilippo, ChFC®
What types of financial services does Edward Jones - Financial Advisor: Matt DiFilippo offer?
They provide 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 DiFilippo, the financial advisor?
You can make an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/matt-difilippo/contact/ or call their office at +1 937-429-1014.
Where is Edward Jones - Financial Advisor: Matt DiFilippo located?
The office is located at 2149 N Fairfield Rd, Suite C, in Beavercreek, Ohio, 45431, USA.
Is Edward Jones - Financial Advisor: Matt DiFilippo currently open for business?
Yes, the office is currently open and accepting clients.
Which languages are spoken at Edward Jones - Financial Advisor: Matt DiFilippo's office?
English is the primary language spoken at the office.
What should I know about the privacy and security policies at Edward Jones?
Edward Jones is committed to protecting your data; you can learn more by visiting their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.
Are there any other financial advising services nearby Edward Jones - Financial Advisor: Matt DiFilippo?
Yes, nearby financial services include Smith Moses and Cozad and Edward Jones - Financial Advisor: Steven D Roe II, providing additional options for financial advising in the Beavercreek area.
What nearby healthcare facilities can clients visit before or after their consultation at Edward Jones?
Nearby healthcare facilities include Beavercreek Medical Imaging, Kettering Health Medical Group Pediatrics, and Dayton Heart Center, which might be convenient for customers managing health appointments in the area.
Are there local dentists close to Edward Jones - Financial Advisor: Matt DiFilippo for anyone interested?
Yes, customers can find dental services nearby such as Greg Notestine DDS, Premier Dental of Beavercreek, and Smile Solutions Beavercreek Family Dentistry.
Does Edward Jones offer any online tools to help with retirement planning?
Yes, they provide a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for retirement.