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: Matthew L Zito
1290 Wonder World Dr, San Marcos, TX
78666, United States
Reviews
5.0
1 reviews
5 stars
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1 star0
- JKJerry KimmelJun 4, 20255.0Matthew (Zito) has been a wonderful, very informed advisor for us. We have been with Edward Jones for over 20 years and he moved into his position after our former advisor retired several years ago. I feel he truly has the clients best interests at heart and works to keep up our portfolio to suit our needs, which have changed as we move through retirement.
Frequently Asked Questions About Edward Jones - Financial Advisor: Matthew L Zito
What financial services does Edward Jones - Financial Advisor: Matthew L Zito offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Matthew L Zito located?
The office is located at 1290 Wonder World Dr, Ste 1210, San Marcos, TX 78666, USA.
How can I schedule an appointment with Matthew L Zito?
You can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/matthew-zito/contact/.
What are some of the specialties of Matthew L Zito at Edward Jones?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
What languages are supported at Edward Jones - Financial Advisor: Matthew L Zito?
The services are provided in English.
Can I find financial advising services nearby this Edward Jones office?
Yes, nearby you can find another Edward Jones advisor, Jerry Niemiec, CFP®|ChFC®|CLU®, offering financial services.
Are there dining options near Edward Jones - Financial Advisor: Matthew L Zito?
Yes, you can visit nearby restaurants like Jimmy John's for sandwiches or Domino's Pizza for a quick meal.
What local health services are near Edward Jones - Financial Advisor: Matthew L Zito?
Nearby health services include Central Texas Eye Center, WellMed at San Marcos, and Greater Austin Pain Center.
How can I contact Matthew L Zito via email or phone?
You can email at matthew.zito@edwardjones.com or call at +1 512-396-5640.
Where can I learn more about IRAs related to Edward Jones services?
You can learn more about IRAs on their official site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.