Edward Jones - Financial Advisor: Matthew T Lewis, CFP® is highly regarded for his expertise and dedication to helping clients achieve their financial goals. Clients appreciate his ability to explain complex financial concepts clearly and his commitment to personalized service. He takes the time to listen to each client's objectives and tailors financial plans accordingly. His professionalism and reliability foster trust, making clients feel confident in his advice. Many have noted his genuine concern for their futures and retirement, highlighting his personable and relatable approach. Overall, clients recommend him for his exceptional support and commitment to their best interests.
I've had the privilege of working with Matthew Lewis at Edward Jones for about a year now, and I am so thankful for his exceptional expertise and dedication to helping me achieve my financial goals.Matthew provides extensive knowledge of the financial landscape and has a remarkable ability to explain complex financial concepts in a clear and understandable manner. He patiently listened to my financial objectives and tailored a personalized plan that aligned perfectly with my goals and risk tolerance.Matthew is clearly committed to client satisfaction. He regularly keeps me informed about my investments' performance and quickly addresses any questions or concerns I may...read full review
I just met today with Matthew from Edward Jones. We talked for an hour we went over everything and I can see that he’s really concerned and cared about my future and retirement. I felt very confident with him handling my account.
I have utilized Edward Jones for my financial planning for just over 4 years. I was recently assigned to a new advisor, Matthew Lewis. He was positively recommended by my two prior advisors, so I was hopeful when first meeting him. Our first orientation meeting was way better than expected, and I felt like Matthew went above and beyond in his efforts to really get to know us and to determine our needs and goals financially and for our lives. He was encouraging, resourceful, personable, and relatable. I am looking forward to continuing to work with him and feel confident that he has our best interest in mind.