Edward Jones - Financial Advisor: Matt Schwartz, CFP®|AAMS™ - Syracuse, Indiana
Address: 104 E Main St, Syracuse, IN 46567.
Phone: 5744570225.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible entrance, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 4/5.
📌 Location of Edward Jones - Financial Advisor: Matt Schwartz, CFP®|AAMS™
⏰ Open Hours of Edward Jones - Financial Advisor: Matt Schwartz, CFP®|AAMS™
- Monday: 8 AM–4 PM
- Tuesday: 8 AM–4 PM
- Wednesday: 8 AM–4 PM
- Thursday: 8 AM–4 PM
- Friday: 8 AM–4 PM
- Saturday: Closed
- Sunday: Closed
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Edward Jones - Financial Advisor: Matt Schwartz, CFP®|AAMS™
Overview: Located at 104 E Main St, Syracuse, IN 46567, Matt Schwartz, a highly knowledgeable financial consultant, offers a range of services including financial planning, investment services, and stock brokerage. With an office accessible for individuals with disabilities, including wheelchair parking, accessible restrooms, and entrances, Schwartz's office ensures a comfortable experience for all clients. The recommendation to schedule appointments in advance helps manage client expectations and ensures personalized service.
Specialties: Financial consulting, Finance brokerage, Investment services, Stock brokerage.
Contact Information: For those interested in securing advice or investment strategies, Matt Schwartz can be reached at 574-457-0225. His website, edwardjones.com/matt-schwartz, provides further insights into his offerings and client testimonials.
Reviews and Ratings: Despite having only 1 review on Google My Business, the average opinion stands at a commendable 4/5. This suggests a strong foundation of client satisfaction and effective service delivery. Clients have praised the staff's knowledge and approachability, indicating a positive working environment.
Facilities: The office at 104 E Main St is not only centrally located but also equipped to cater to clients with mobility needs, offering wheelchair accessible parking, restroom facilities, and an entrance. This attention to accessibility ensures that everyone feels welcome and comfortable.
Recommendations: For individuals seeking financial guidance, it is highly recommended to schedule an appointment with Matt Schwartz. His professional qualifications, including CFP® (Certified Financial Planner) and AAMS™ (Accredited Arbitrage Manager) designations, underscore his expertise in navigating complex financial landscapes. His office's accessibility features and positive client feedback make it a standout choice in the financial advisory field.
Key Services:
- Financial planning and consultation
- Investment services tailored to individual needs
- Stock brokerage and trading advice
Quality of Service: The average rating of 4 out of 5 reflects a high level of client satisfaction. This suggests that Edward Jones, through Matt Schwartz's guidance, delivers services that meet or exceed expectations, fostering trust and long-term client relationships.
Additional Information: Clients visiting the office should note that recommendations to schedule appointments in advance are in place to maintain a smooth and personalized service experience. This proactive approach demonstrates Schwartz's commitment to client care.
Conclusion: Matt Schwartz at Edward Jones presents a comprehensive financial advisory service with a strong emphasis on accessibility, expertise, and client satisfaction. His office's commitment to accommodating diverse client needs, combined with positive reviews and Schwartz's professional credentials, positions him as a reliable and knowledgeable financial advisor in the community.
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