Edward Jones - Financial Advisor: Matthew A Mintz, CFP®|CEPA®|AAMS®|CRPC™|CRPS™

Reviews

• LS

  Lindsey Pearlstein Smith

  Oct 12, 2023
  5.0
  I have known Matt for several years and can personally vouch for his knowledge, integrity and work ethic. As a realtor, it is part of my job to have qualified, competent, trustworthy referral partners that I can refer clients to. Purchasing a home is one of the largest financial ventures someone will undertake over the course of their life. Many people need assistance with saving, budgeting, or investing to grow their money on the way to be able to arrive at that point. This is where I direct them to Matt. I have referred multiple people to Matt over the years and they all have the same consensus: he is kind, understanding, intelligent, good at explaining things and good at helping them develop a plan. I will continue referring people his way in the future for these exact reasons!
• JO

  J. Oliver

  Nov 26, 2020
  5.0
  Since my wife and I are new to investing, we wanted to find an advisor who would take the time to explain how it all works and not pressure us. After some research, we decided to meet with Matt and we couldn't be happier. His professional yet friendly demeanor put us at ease. Matt took the time to explain so much, he was so patient and answered all of our 20,000 questions before we even signed up with Edward Jones. He's always available and willing to talk things through. What I like best about Matt is that he doesn't tell us what to do; he gives us information, then our options, then his perspective and insight, and then WE choose how to proceed. If you are looking for a financial advisor to partner with, I highly recommend giving Matt a call.
• PM

  Peyton M

  Nov 21, 2020
  5.0
  Matt makes it so easy to invest and feel like my money is working for me. He takes the time on a regular basis to review my plan with me and make sure I’m happy with how my goals look. When I need something reviewed or changed, he’s very responsive and knowledgeable. I’m a big fan!
• AM

  Aleem Merchant

  Nov 21, 2020
  5.0
  If you're looking to secure a strong financial future for yourself with a trusted and financial advisor, Matt is amazing! His approach is very personalized and sensitive to his client's needs and situations. He makes sure to listen to what his clients plans are for the future, questions they may have about their investments, and provides excellent guidance on options that are available to his clients. There's no better fiduciary who I would trust to help me gain financial security!
• JD

  Jennifer Day

  Nov 21, 2020
  5.0
  I have always wanted to invest, but the thought was intimidating. Working with Matt has completely eased my fears and has made the process so easy. He is always willing to talk through every question I may have and has set me up for current and future financial success. I highly recommend Matt for all investment needs.

Frequently Asked Questions About Edward Jones - Financial Advisor: Matthew A Mintz, CFP®|CEPA®|AAMS®|CRPC™|CRPS™