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

Reviews

• AD

  Aaron Dickerson

  Oct 12, 2023
  5.0
  I have a CPA firm and have been collaborating with Matt for over a year now, and I can confidently say that his financial planning practice is top-notch. Matt has been dedicated to staying updated on financial planning techniques, tax laws, and other regulations. His due diligence in client care makes him a standout in the industry. What sets Matt apart is his genuine interest in his clients' well-being. He goes above and beyond to provide tailored financial strategies that align with their unique needs. This commitment to excellence is evident in our mutual clients, who often express their satisfaction with his services. In our professional relationship, Matt has been an invaluable partner. We frequently discuss and implement strategies for clients, and his insights have been instrumental in providing well rounded financial solutions. We have been able to work seamlessly together, which greatly benefits our clients. If you're a business owner or an individual looking for comprehensive financial planning, I highly recommend Matt. His expertise, attention to detail, and client-centered approach make him a trusted advisor you'll want on your team.
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  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.
• CS

  Chloe S

  Nov 21, 2020
  5.0
  Planning for the future is important and there is no one I'd trust more than Matt Mintz! I tried investing myself and could not keep up with the market and started to feel overwhelmed. Matt does a great job of explaining the terms, processes and everything for someone who is not as financially inclined. Matt's passion for his work shines through and I know he is doing all he can to help me well prepared for whatever my future holds. 100% recommend to anyone who wants to start preparing for a financially stable and successful future.

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