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Edward Jones - Financial Advisor: Matthew C Bauer, AAMS®|CRPC™
Recently we were invited by Edward Jones, Financial Advisor Matt Bauer to be on of their guest speakers. We shared our Visiting Angels of Northeast San Antonio story -- how we support our community by helping seniors and veterans with home care services. We explained our business model, what makes us different from other home care agencies, how we volunteer and most importantly we highlighted the multiple Long Term care options the Veteran Administration (VA) offers to eligible veterans to off-set the cost of home care and facility services.
Matt being a financial advisor wanted his guest to be aware of the cost benefits of getting benefits through the VA if otherwise eligible. He also wanted his non-veteran host to be aware of the services we provided and the cost of senior care so they can plan for the future. All his guest were very gracious and asked a lot of great questions. We sincerely appreciated Matt for inviting us as guest speakers and for recognizing the financial benefits our information offered his guest. Thank you Matt for giving the forum to tell our story and how we help our community! Sincerely, Letty and Lee Inabinet, Directors/Owners/Veterans, Visiting Angels of Northeast, San Antonio.
AH
Allison Hillman
Jan 9, 2025
5.0
My husband and I had never been to a financial planner before and had no idea what to expect! Matt made us feel so welcome, comfortable, and empowered! We are so excited to work with him!
Frequently Asked Questions About Edward Jones - Financial Advisor: Matthew C Bauer, AAMS®|CRPC™
Who is the financial advisor at this Edward Jones office?
The financial advisor is Matthew C Bauer, AAMS®|CRPC™.
Where is Edward Jones - Financial Advisor: Matthew C Bauer located?
This Edward Jones office is located at 1 Commercial Pl, Ste 101, Schertz, TX 78154, US.
What services does Edward Jones - Financial Advisor: Matthew C Bauer offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of Matthew C Bauer as a financial advisor?
His specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and Traditional IRAs.
How can I schedule an appointment with Matthew C Bauer?
Appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/matthew-bauer/contact/
What are the office hours for this Edward Jones location?
The office is open during regular business hours and is available by appointment only on Saturdays.
What languages are spoken by the staff at this Edward Jones office?
English is spoken at this location.
What nearby places might be useful for customers visiting Edward Jones in Schertz?
Nearby places include Vallance Security, a security service provider; WFG National Title - Schertz, TX, which offers real estate and escrow services; and Pawderosa Ranch, providing pet services and veterinary care. Customers can visit these places for related services during their trip.
How can nearby government offices help customers at Edward Jones in Schertz?
The Schertz Parks Department and Schertz Public Works nearby offer event planning and public services, which might be useful for community-related financial planning or local government resources.
Are there any nearby educational or health services customers might find useful when visiting Edward Jones?
Yes, the College of Biomedical Equipment Technology and Empower Behavioral Health are nearby, providing educational and mental health services customers might consider before or after their financial consultation.