Edward Jones - Financial Advisor: Katie L Matthews, CKA®

5.0
19 reviews
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Business Details

1304 Highway 105, Brenham, TX
77833, United States
(979) 421-9765
https://www.edwardjones.com/us-en/financial-advisor/katie-matthews
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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: Katie L Matthews, CKA®
1304 Highway 105, Brenham, TX
77833, United States

Hours

Reviews

5.0
19 reviews
5 stars
19
4 stars
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1 star
0
  • WC
    WC Collett
    Jul 13, 2020
    5.0
    I have been a client of Edward Jones for 20+ years. Transferred to Katie’s office 2-3 years ago and the transition was easy and seamless. We receive great care and attention from her and her staff regarding our investments. Anyone would benefit from working with her.
  • SW
    Sandy Wahlberg
    May 20, 2020
    5.0
    Katie Matthews is an excellent Financial Advisor. She truly cares for her clients and does everything she can to help them with their financial needs and goals whether it be retirement, college savings, or financial market questions. She is someone I trust and am blessed to have her as my Advisor with Edward Jones.
  • RM
    Rachel Matthews
    May 18, 2020
    5.0
    We would highly recommend Katie as a financial advisor! We've had our account with her since 2015 and have been cared for in a professional and personal manner. We value her opinion and insight greatly and have hugely benefited from her services.
  • TA
    Tommy Albert
    May 18, 2020
    5.0
    Katie and her staff are the most caring professional people in the business. She is very knowledgeable of the industry and always looks out for the best for interest of her clients. We have been with Katie for years and she will always have my financial well being in her hands.
  • CF
    Cherry Fratus
    May 18, 2020
    5.0
    Katie and her team go above and beyond! We wanted someone who was trustworthy and who would help us prepare and achieve our financial goals. We love the communication and transparency with Katie!
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Frequently Asked Questions About Edward Jones - Financial Advisor: Katie L Matthews, CKA®

What services does Edward Jones - Financial Advisor: Katie L Matthews, CKA® offer?

Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations tailored to individual client needs.

What are the office hours of Edward Jones - Financial Advisor: Katie L Matthews, CKA®?

The office is open Monday to Thursday from 8:00 AM to 4:00 PM, Friday from 8:00 AM to 3:00 PM, and closed on Sundays. Saturdays are by appointment only.