Edward Jones - Financial Advisor: Matt Lichtenstein, WMCP®|ABFP®|SE-AWMA®|CRPS™
5.010 reviews
Business Details
About
Investment ServiceEdward Jones
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.
Learn about how we protect your data: 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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- NJNicole JaburekApr 6, 20245.0After a previous financial planner had left a company and my husband and I were not notified or provided contact information for someone else at that location we knew we wanted a different experience. Our first meeting with Matt let us know immediately knew I was in a right place. Communication is a clear priority for Matt and Kim! It’s very clear they care about the work they do, the clients they work for, and the lasting impact they have on their community. Matt ensured he knew our goals and recommend advice and support that was right for our situation. I highly recommend them!
- LJLaura J.Apr 3, 20245.0Matt and Kim are a fantastic team. I have had worked with Matt for over five years, and in that time, he’s navigated our financials through so many life changes with integrity, attentiveness, and confidence. Dually important - he cares about your family. The office is incredibly efficient at communication, scheduling, and updating our services and plans. Highly recommend!
- RPRon PancariJun 27, 20235.0Very knowledgeable group. Great people to work with always looking out for their clients best interest. Highly recommend.
- MSMachelle StewartJun 6, 20225.0If I could give them 6 stars I would. Thank you Kim and Matt for guiding me these past years to grow our assets and protect our family. From the moment I walked into the office…I immediately knew I was in a right place. It’s very clear they care about the work they do, the clients they work for, and the lasting impact they have on their community. I highly recommend them!
- EWEben W.Mar 29, 20175.0I've been working with Matthew for a few months now. He's extremely helpful in explaining how I can best plan for both short-term and long-term stability. I appreciate that he helps me make my own decisions, instead of pushing his own agenda. I've had bad experiences in the past, Matt is refreshing change.
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.