Edward Jones - Financial Advisor: Matthew P Spence, CFP® - Martinsville, Indiana

Introduction to Edward Jones - Financial Advisor: Matthew P Spence, CFP®

In the heart of Martinsville, Indiana, nestled at 66 E Morgan St, lies the esteemed financial advisory office of Matthew P Spence, a Certified Financial Planner (CFP®) professional associated with Edward Jones. This reputable firm is dedicated to providing personalized investment solutions and comprehensive financial planning to help clients achieve their long-term goals. With a focus on understanding individual needs and providing tailored strategies, Matthew Spence and his team at Edward Jones are committed to building lasting relationships built on trust and integrity.

Main Services

• Financial Consultation: Matthew Spence and his team offer comprehensive financial consultations to understand clients' unique financial situations, goals, and concerns. They provide personalized guidance and develop customized strategies to help clients make informed decisions about their money.
• Investment Services: Edward Jones provides a wide array of investment services, including but not limited to:
  • Stocks and bonds
  • Mutual funds and exchange-traded funds (ETFs)
  • Retirement accounts (IRA, 401k, etc.)
  • Annuities
  • College savings plans
  • Insurance products
• Retirement Planning: The team at Edward Jones helps clients prepare for retirement by creating strategic plans that address income needs, asset allocation, and estate planning. They provide guidance on maximizing retirement savings and navigating retirement income distribution.
• Estate and Legacy Planning: Matthew Spence and his team work with clients to develop effective estate planning strategies that protect assets, minimize taxes, and ensure a smooth transfer of wealth to future generations. They also help clients explore legacy planning options to leave a meaningful impact.
• Business Services: Edward Jones offers a range of business services, including employee benefits, business succession planning, and executive compensation strategies. They work with business owners to help them achieve their financial goals and create a stable future for their employees.

Location and Access

The Edward Jones office at 66 E Morgan St is conveniently located in Martinsville, Indiana, offering easy access to nearby residents and businesses. The area is well-connected by major roads, including US-37 and IN-39, making it readily accessible by car. Public transportation is also available, with the Martinsville Transit System providing services within the city limits.

Parking is available on-site, with dedicated spaces for clients and visitors. The office also offers wheelchair-accessible parking to ensure that all visitors can access the facility with ease. Additionally, the building is equipped with a wheelchair-accessible toilet to accommodate clients and visitors with mobility impairments.

Featured Characteristics

• Personalized Approach: Matthew Spence and his team take the time to understand each client's unique financial situation, goals, and concerns. They provide tailored solutions and ongoing support to help clients stay on track to achieve their financial objectives.
• Experienced Team: With a wealth of experience and expertise in financial planning and investment services, the team at Edward Jones is well-equipped to help clients navigate the complex world of finance and investing.
• Long-term Relationships: Edward Jones is committed to building lasting relationships with clients. They provide ongoing support and periodic reviews to help clients adapt to changes in their financial situation and the market.
• Community Involvement: As a locally-based firm, Edward Jones is committed to supporting the Martinsville community. The office actively participates in local events and initiatives, demonstrating their dedication to giving back to the community they serve.

Practical Information

• Address: 66 E Morgan St, Martinsville, IN 46151, United States
• Phone: 765-349-4783
• Website: edwardjones.com
• Hours of Operation: Monday - Friday, 8:00 AM - 5:00 PM (EST)
• Appointments: Recommended to ensure personal and dedicated attention from the financial advisor

Client Reviews

At the time of writing, there are no reviews for Edward Jones - Financial Advisor: Matthew P Spence, CFP® on Google My Business. However, the firm's commitment to personalized service, experienced team, and dedication to building long-term relationships suggest that clients are likely to have positive experiences working with Matthew Spence and his team.

As a new client, it is essential to schedule an initial consultation to discuss your financial goals and concerns with Matthew Spence. This will provide you with the opportunity to assess the quality of service and determine if Edward Jones is the right fit for your financial needs.

In conclusion, Edward Jones - Financial Advisor: Matthew P Spence, CFP® offers a comprehensive range of financial planning and investment services tailored to the unique needs of each client. With a personalized approach, experienced team, and commitment to building long-term relationships, the firm is well-positioned to help clients achieve their financial goals and secure their financial futures. Located in the heart of Martinsville, Indiana, the office provides convenient access to local residents and businesses, making it an ideal choice for those seeking professional financial guidance in the area.