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 P McCartney, CFP®|AAMS®
“I have had an exceptional experience at this branch! The staff are incredibly friendly, attentive, and detail-oriented. They go above and beyond to ensure everything is perfect. I highly recommend this branch to anyone looking for excellent service!”
Frequently Asked Questions About Edward Jones - Financial Advisor: Matthew P McCartney, CFP®|AAMS®
What types of financial services does Edward Jones - Financial Advisor: Matthew P McCartney offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, focusing on stocks, bonds, and investment management.
What are the business hours of Edward Jones - Financial Advisor: Matthew P McCartney?
The office is open Monday through Friday from 8:00 AM to 4:30 PM and closed on weekends.
Where is Edward Jones - Financial Advisor: Matthew P McCartney located?
The business is located at 1071 Pray Boulevard, Waterville, OH 43566, USA.
How can I contact Edward Jones - Financial Advisor: Matthew P McCartney?
You can contact them via phone at +1 419-878-6300 or email matthew.mccartney@edwardjones.com.
How can I schedule an appointment with Edward Jones - Financial Advisor: Matthew P McCartney?
Appointments can be scheduled through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/matthew-mccartney/contact/.
Is there an app available to manage investments with Edward Jones?
Yes, there are apps available for both Android and iOS devices for managing your investments with Edward Jones.
What languages are spoken at Edward Jones - Financial Advisor: Matthew P McCartney?
Services are provided in English.
Are there any nearby dining options I can visit before or after my appointment?
Yes, nearby dining options include Pizza Hut, China King (a Chinese restaurant), and La Banda Mexican Grill.
What nearby businesses or services might be useful when visiting Edward Jones in Waterville?
Nearby useful places include ProMedica Physicians Defiance Internal Medicine for healthcare, Anytime Fitness for a workout, and Biggby Coffee to grab a coffee.
Can nearby financial institutions complement services from Edward Jones - Financial Advisor?
Yes, nearby financial services like National Payment Corporation and F&M Bank may provide additional financial products such as installment loans and banking services.