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

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

Edward Jones, a renowned financial services firm, is proud to have Matthew P Spence, CFP® as a dedicated financial advisor at its Martinsville, Indiana location. With a commitment to understanding what's important to clients and helping them achieve their financial goals, Matthew Spence provides tailored financial strategies and exceptional service.

Main Services

• Financial Planning: Matthew Spence works closely with clients to understand their unique financial goals and develop comprehensive plans to help them get there. This includes retirement planning, saving for education, estate planning, and more.
• Investment Services: With access to a wide range of investment products and services, Spence helps clients navigate the complexities of the financial markets and make informed decisions about their investments.
• Retirement Income Strategies: As a CFP® professional, Matthew Spence specializes in helping clients create retirement income strategies that can help them live comfortably in retirement while managing risks.
• Insurance Services: Spence offers various insurance products, such as life, health, and long-term care insurance, to help clients protect their assets and loved ones from financial risks.

Location and Access

The Edward Jones office of Matthew P Spence is situated at 66 E Morgan St, Martinsville, IN 46151, United States. It is conveniently located in the heart of Martinsville, with easy access from major roads like US-37 and IN-67.

• Nearby Neighborhoods: The office is close to the Eagle Tree, Martinsville Heights, and Brookside neighborhoods, making it easily accessible for residents of these areas.
• Parking: The office offers a wheelchair-accessible parking lot, ensuring that clients with mobility impairments can access the facility with ease.
• Public Transportation: While there are no public transportation stops directly in front of the office, clients can use the Martinsville Senior Center, located nearby, as a reference point for accessing local bus services.

Featured Characteristics

• Wheelchair Accessibility: The office is designed to be wheelchair-accessible, with features such as wide doorways, ramps, and an accessible restroom, making it a welcoming environment for all clients.
• Appointments Recommended: To ensure a productive and tailored experience, clients are encouraged to schedule appointments before visiting the office. This allows Matthew Spence to dedicate undivided attention to each client's unique financial needs.
• Professional and Comfortable Environment: The office provides a warm and inviting atmosphere that puts clients at ease while maintaining a high level of professionalism. This comfortable environment helps to build trust and fosters open communication between clients and Matthew Spence.

Practical Information

• Business Hours: The office is typically open Monday through Friday, from 8:00 AM to 5:00 PM. However, it's recommended to call ahead or schedule an appointment to confirm the availability of Matthew Spence.
• Contact Information: To reach the office, clients can call 7653494783 or visit the website at edwardjones.com.
• Directions: From Indianapolis, take I-69 S and exit onto IN-67 S/Martinsville Rd in Martinsville. Turn right onto E Morgan St, and the Edward Jones office will be on the left, next to the Martinsville Senior Center.

Client Reviews

As of now, there are no reviews for Edward Jones - Financial Advisor: Matthew P Spence, CFP® on Google My Business. However, clients can expect a high level of professionalism, personalized attention, and expertise in financial planning and investment services from Matthew Spence and the Edward Jones team.

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While there are no reviews to highlight, potential clients can be confident in the reputation and expertise of Edward Jones as a company. With a focus on personalized service and a commitment to helping clients achieve their financial goals, Matthew P Spence, CFP® is dedicated to providing exceptional financial advice tailored to each client's unique situation.