Edward Jones - Financial Advisor: Matthew Jensen

5.0
2 reviews
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Business Details

5020 Main St, Tacoma, WA
98407, United States
(253) 534-8484
https://www.edwardjones.com/us-en/financial-advisor/matthew-jensen
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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: Matthew Jensen
5020 Main St, Tacoma, WA
98407, United States

Hours

Reviews

5.0
2 reviews
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  • AM
    Ashley Moyer
    Jul 30, 2023
    5.0
    As a traveling healthcare worker who had no plans of staying in Washington, Matthew Jenson made that possible for our family. Matthew Jenson goes above and beyond for his clients. Making responsible financial choices is not always easy, especially as a single mother of four, completely starting over in a different state. Matthew Jenson provided me with multiple resources; including referrals for an attorney, realtor, and lender. Matthew and Jess treat you like you are family. You are met with empathy, understanding, and incredible insight during the entire process. Matthew explained every different aspect of setting up a custodian account for my young daughter. Knowing that she is in good hands, and having a plan set in place to work towards the same goals for my other children goes beyond financial security. In addition to helping set up an account, he put me in touch with the right people who, together, made our dream of owning a home in Washington possible. Matthew Jenson took a process that I have always viewed as stressful and made it exciting (even during the hard months). If you value honesty, transparency, and kindness look no further. Drive by the water, past stunning views of Mt. Rainier, and stop for ice cream after working towards your financial goals. Jess and Matthew protect your best interest in every single way.
  • ML
    Mary Allison Jensen, LICSW
    Oct 27, 2019
    5.0
    Matt is super knowledgable and professional but most importantly, for me, he explained everything about my retirement plan to me in a way that was easy to understand. Before speaking with Matt, I was feeling intimidated about financial planning because I knew that I wasn't exactly where I wanted to be. Matt created a plan that was unique to my situation and helped me understand what was important so that I could create a retirement plan that puts me back on track. He's a natural teacher and is gifted in making complex topics easy to digest. He's passionate about his work and invested in making individualized plans for each of his clients so that they can have a financial plan that fits their life and helps them accomplish what is most important to them. I highly recommend that everyone meet with Matt for a personalized financial plan.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Matthew Jensen

What are the office hours for Edward Jones - Financial Advisor: Matthew Jensen?

The office is open Monday to Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 2:00 PM by appointment only. It is closed on weekends.

Where is Edward Jones - Financial Advisor: Matthew Jensen located?

The office is located at 5020 Main St, Suite D, Tacoma, WA 98407, USA.