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: Brian Mathis, CFP®|CKA®
1515 Onyx Ridge, Fort Mill, SC
29708, United States
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- DLDaniel LevisterFeb 23, 20165.0Brian is a great advisor. He is experienced and really understands what's going on in the markets today. There are a lot of choices out there for financial advisors... if you are looking for someone that you can trust and that will have your best interest at heart then I would suggest Brian Mathis with Edward Jones. I've heard so many stories of people losing money because the advisor was doing what was best for them instead of the client. Brian is extremely knowledgeable but more than that he is extremely trustworthy.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brian Mathis, CFP®|CKA®
What services does Edward Jones - Financial Advisor: Brian Mathis offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
How can I schedule an appointment with Brian Mathis at Edward Jones?
Appointments can be scheduled by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/brian-e-mathis/contact/ or by calling the main phone number +1 803-866-4937.
What are the office hours for Edward Jones - Financial Advisor: Brian Mathis?
The office is open by appointment only on Mondays through Fridays.
Where is Edward Jones - Financial Advisor: Brian Mathis located?
The office is located at 1515 Onyx Ridge, Suite 104, Fort Mill, SC 29708, USA.
What languages are spoken at this Edward Jones office?
Services are provided in English.
Does Edward Jones offer any online tools for financial planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Are there other financial advisors nearby Edward Jones - Financial Advisor: Brian Mathis?
Yes, nearby financial advisors include Nicholas A Mason, CRPS® and Chris DeZeeuw, both with Edward Jones.
What nearby healthcare services are available close to Edward Jones in Fort Mill?
Nearby healthcare services include Monarch Dentistry of Gold Hill (dentist), Sound Advice Hearing Center (audiologist and therapy services), and Piedmont Medical Center Gold Hill Emergency Department.
Are there wellness or fitness centers near Edward Jones - Financial Advisor: Brian Mathis?
Yes, 8th Limb Yoga and YogaSix Fort Mill are yoga studios and gyms located nearby for fitness and wellness activities.
What dining options are available near Edward Jones in Fort Mill?
Nearby dining options include New York Butcher Shoppe & Wine Bar and Donatos Pizza, offering a variety of food choices for visitors.