I can’t recommend Matthew enough. He’s someone I genuinely trust to always be straightforward with me and give me an honest answer, even if it’s not necessarily what I want to hear. He’s an incredibly knowledgeable CFP and financial planner who truly practices what he preaches and leads by example. He’s responsive, gets things done, and always takes the time to make sure you feel comfortable and confident in your decisions. You can tell he genuinely cares about the people he works with and wants to see them succeed. He’s exactly the kind of person you want in your corner!
Edward Jones - Financial Advisor: Matthew T Lewis, CFP®
About Edward Jones - Financial Advisor: Matthew T Lewis, CFP®
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.
Reviews
Matt has been our advisor for years. We can't say enough about how happy we are with his services. He really makes an effort to get to know his clients. We are retired and really count on our investments. He has us in a great position with our accounts. We have complete confidence in Matthew and Edward Jones. They check on us periodically during the year, sometimes a meeting, sometimes a phone call. If we need to make a withdrawal, a quick call to Yuliya and it's done! I would highly recommend using them for your financial planners.
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
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Location
8251 113th Street North, Seminole, FL 33772
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