Edward Jones - Financial Advisor: Matthew E Fitzgerald, CFP®|CEPA® - Sedona, Arizona

Edward Jones - Financial Advisor: Matthew E Fitzgerald, CFP®|CEPA® is a well-known financial consultant located at Address: 1725 W State Rte 89A Suite 3, Sedona, AZ 86336, United States. The firm is easily accessible with a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet.

Matthew E Fitzgerald, CFP®|CEPA® is an expert in the field of finance, specializing in financial consulting, finance brokering, investment services, and stock brokering. With extensive experience and knowledge, Fitzgerald provides personalized financial advice and investment strategies tailored to meet the unique needs of each client.

The firm's website, edwardjones.com, is an excellent resource for individuals looking to learn more about the services offered. The website is user-friendly, informative, and provides valuable insights into the financial industry.

Appointments are recommended at Edward Jones - Financial Advisor: Matthew E Fitzgerald, CFP®|CEPA®, ensuring that clients receive the attention and time they deserve. The firm's phone number, Phone: 9282825082, is available for scheduling appointments or answering any questions.

The firm has received an impressive average opinion: 5/5 from 6 reviews on Google My Business, demonstrating a high level of client satisfaction. The firm's commitment to providing exceptional financial advice and investment strategies has earned them an excellent reputation in the industry.

Other points of interest at Edward Jones - Financial Advisor: Matthew E Fitzgerald, CFP®|CEPA® include on-site toilets for added convenience.

Reviews of Edward Jones - Financial Advisor: Matthew E Fitzgerald, CFP®|CEPA®

Kevin Keller

5/5

Excellent! Excellent! Excellent! After 5 years of careful planning with Matthew, my husband was able to retire this year. I can't imagine reaching this milestone without the constant help from Matthew and Megan. I am one of those "nervous investors" and Matthew never tired of my questions and offered constant reassurance with factual backup. Both Matthew and Megan are excellent communicators and just a couple of the best and kindest people you'll ever meet! They really want to see you succeed in your goals and have the knowledge to provide professional assistance and support. Highly recommend!!

Louisa Jaskulski

5/5

I highly recommend Matthew Fitgerald and his stalwart assistant Megan. Matthew is highly competent. He listened carefully to develop a strategy for protecting and investing my modest portfolio to provide good returns while protecting the funds. He was respectful of my goals and values. I appreciate his warmth and humor in explaining the realities of my financial situation clearly and without judgment.
I also want to give a shout out to Megan, his wonderful smart assistant and front desk manager. She ensures excellent follow up, and always makes me feel welcome.
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Kim Sieb

5/5

Mathew and Megan have been remarkably helpful, kind, and generous. I am deeply grateful for Mathew's dedicated time, thoughtful considerations, and honest insights, which I believe were truly in my best interest. Thank you immensely!

ann sakowicz

5/5

I am very fortunate to have Matthew and Megan on my side to give me peace of mind in my retirement, especially now when the rest of the world has seemed out of control. It's always been a pleasure to visit the office and they're very responsive when I call with questions. Matthew has followed through with everything he suggested before my retirement, and even though I don't live in Sedona any longer I would not consider changing to a different office. They are the best. Thank you both. Ann

Oouida Dorr

5/5

Kudos to Matthew and Megan! They are completely up to date with investment strategies! AND they are both highly responsive, personable, receptive, attentive and professional regarding their clients needs!
I highly recommend you seek their financial expertise!

Lorraine

5/5

Matt Fitzgerald is great!! At a time of such uncertainty, you can be certain that Matt has your back!!