Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA® - Santa Rosa, California

Address: 3550 Round Barn Blvd Suite 205, Santa Rosa, CA 95403, United States.
Phone: 7072939491.
Website: edwardjones.com.
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

Location of Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA®

7072939491

Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA® is a financial consultant, finance broker, investment service, and stock broker located at 3550 Round Barn Blvd Suite 205, Santa Rosa, CA 95403, United States. The firm is wheelchair-accessible, with designated parking spaces, an accessible entrance, and restrooms. Appointments are recommended.

Matthew Walls, CFP®|CEPA®, is a certified financial planner and exit planning advisor who provides personalized financial advice and services. With his expertise, he can help clients with their financial needs and goals, including retirement planning, estate planning, and investment management.

The firm's website, edwardjones.com, offers valuable resources and tools to help clients make informed decisions about their finances. The website includes calculators, articles, and educational materials on various financial topics.

Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA® has an average rating of 5/5 based on 5 reviews on Google My Business. Clients have praised Matthew's expertise, professionalism, and personalized approach to financial planning.

If you are looking for a financial advisor who can help you with your financial needs and goals, Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA® is an excellent choice. With his expertise, personalized approach, and accessible location, Matthew can help you achieve your financial aspirations. Contact him today through his website, edwardjones.com, to schedule an appointment and start your financial journey.

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

Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA® - Santa Rosa, California

Kylie Hilliard

5/5

Matt is my go to guy for all things financial and investing and I would definitely refer him to others. He is extremely knowledgeable and works very hard to make sure that he delivers the information in an easy to understand format which is so very important. Thank you Matt for all of your help and knowledge.

Josh Madonick

5/5

Deciding to work with a financial advisor can be a challenge - are they worth the money, are they acting in my best interest, and do they really make that much of a difference? These are certainly the questions that come up, and part of the reason we dragged our feet.

These just simply aren't things you need to worry about when working with Matt. He has tremendous integrity, and works together with you to develop the best plan for your needs and goals. He also has an amazing way of making complex topics easy to understand, which is very much appreciated for people who don't have the time to dive into the details (like me!).

Couldn't recommend Matt more highly, and his new office (this location) is beautiful and conveniently located!

stacia owen

5/5

Matt Walls is wonderful! Investing can be intimidating and confusing but Matt makes it so comfortable. His insight and knowledge takes the fear out of knowing what is right thing to do You can trust his advice to be in YOUR best interest. I highly recommend him.

Eoin Carey

5/5

Matt is the number one professional in Sonoma County. He helped guide me to save up enough money to buy a house. Would recommend him to anyone

Luis Villagomez

5/5

Matt is a Professional investment advisor he knows what to do with your future(you’re in good hands). Highly recommended.