Edward Jones - Financial Advisor: Matt Lichtenstein, WMCP®|ABFP®|SE-AWMA®|CRPS™
5.010 reviews
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 Lichtenstein, WMCP®|ABFP®|SE-AWMA®|CRPS™
420 Bower Hill Rd, Bridgeville, PA
15017, United States
Hours
Reviews
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- RPRon PancariJun 27, 20235.0Very knowledgeable group. Great people to work with always looking out for their clients best interest. Highly recommend.
- NZNatalia ZavodchikovMar 22, 20225.0Matt is the most passionate pro client financial advisor I have met , since the time of signing up with him - it has been a very clear path and a great peace of mind financially for me !! Matt has a very unique way of communication that leads to a worry free decision making. If you are a busy person and don’t have time to do anything - Matt will be the person you love to work with
- TGTerry GilkeyDec 17, 20215.0I thought I had a "financial advisor" for the last 15 years at my local bank. But the bank stopped calling me years ago, so I stopped over at the Bridgeville Edward Jones office. After speaking with Matt, Kim and their team at Edward Jones, I wish I had been working with them all along. I didn’t realize what I was missing in that kind of relationship.
- RDRachel DMay 12, 20215.0We went to Matt at Edward Jones to build a financial plan and help us with our investments. Our first visit was about getting to know our family and our goals. I really felt like he connected with us and listened. That wasn't our experience at other firms/banks. At our second meeting, Matt and his team had put together an impressive amount of work into our financial plan and investment proposals, and we felt reassured they would continue to work hard for us. They've been diligent about keeping us informed about the market and checking in with my family about our lives. We get weekly email updates, invitations to seminars, webinars, and branch activities. We don't live near his office anymore but with online access, including documents and video calls, we continue to feel connected. Very happy with our choice in Matt.
- CBChristine BeamMar 29, 20175.0Matt is so easy to work with. He's responsive and honest. What more could you ask for in a financial advisor?
Frequently Asked Questions About Edward Jones - Financial Advisor: Matt Lichtenstein, WMCP®|ABFP®|SE-AWMA®|CRPS™
What are the main services offered by Edward Jones - Financial Advisor: Matt Lichtenstein?
The office provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds management, and face-to-face financial advising.
What are the office hours for Edward Jones - Financial Advisor: Matt Lichtenstein?
The office is open Monday through Friday from 8:30 AM to 4:30 PM, and is closed on Saturdays and Sundays, except by appointment only on weekends.
Where is Edward Jones - Financial Advisor: Matt Lichtenstein located?
The office is located at 420 Bower Hill Rd, Bridgeville, PA 15017, United States.
How can I contact Edward Jones - Financial Advisor: Matt Lichtenstein for an appointment or inquiry?
You can contact the office by phone at +1 412-221-7388 or by email at matt.lichtenstein@edwardjones.com. Appointments can also be made online through their contact page.
Does Edward Jones - Financial Advisor: Matt Lichtenstein provide online tools or apps for clients to manage their investments?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms to help clients manage their investments conveniently.
What language is primarily spoken at the Edward Jones office in Bridgeville?
The primary language spoken at this Edward Jones office is English.
Are there any nearby places to visit for dining options before or after my appointment?
Yes, near the office you will find several dining options such as Big Guys Pizza, Dari Delite (an ice cream and smoothie shop), Railyard Grill & Tap Room, Tambellini Bridgeville Restaurant & Lounge (Italian), Di Mario's Railroad Street Cafe, and Serafina's Pizza.
What nearby wellness or beauty services are available around the Edward Jones office?
Nearby wellness and beauty options include Spektrim Selfcare Studio offering massage and hair removal, and John Edward Color and Design, a hair salon and beauty supplies provider.
Are there financial institutions close to Edward Jones in Bridgeville for additional banking needs?
Yes, Northwest Bank is located nearby and offers banking and financial services, including installment loans.
What is the history and reputation of Edward Jones as a financial service provider?
Edward Jones was established in 1922 and is known for providing tailored financial advising and investment management services aimed at securing clients' financial futures.