Edward Jones - Financial Advisor: Matt Schwartz, CFP®|AAMS™ - Syracuse, Indiana

Okay, here’s a comprehensive overview of Edward Jones – Financial Advisor: Matt Schwartz, CFP®|AAMS™, designed to be a helpful resource for prospective clients:

Introduction to Matt Schwartz, CFP®|AAMS™

Edward Jones is a well-established and highly regarded financial services firm, and Matt Schwartz serves as a dedicated Financial Advisor in Syracuse, Indiana. Mr. Schwartz is a Certified Financial Planner™ (CFP®) and an Accredited Asset Management Specialist™ (AAMS™), demonstrating a commitment to professional standards and ongoing education. He focuses on building long-term relationships with clients, providing personalized financial guidance to help them achieve their unique goals.

Location and Contact Information

Matt Schwartz’s office is conveniently located at 104 E Main St, Syracuse, IN 46567. Clients can easily reach him by phone at 574-457-0225. You can also find more detailed information, including contact forms and helpful resources, on his profile at edwardjones.com.

Specialties and Services Offered

Mr. Schwartz offers a broad range of financial services tailored to individual needs. His areas of expertise include:

• Financial Consultant: Providing comprehensive advice on all aspects of personal finances.
• Finance Broker: Assisting clients with various financial products and services.
• Investment Service: Helping clients build and manage investment portfolios.
• Stock Broker: Facilitating the buying and selling of stocks and other securities.

Beyond these core services, Edward Jones emphasizes a holistic approach. This means Mr. Schwartz considers your entire financial situation – including retirement planning, education funding, estate planning, and insurance – to develop a well-rounded strategy.

Accessibility and Amenities

Edward Jones is committed to providing a comfortable and accessible experience for all clients. The Syracuse office features:

• A Wheelchair accessible parking lot.
• A Wheelchair accessible restroom.
• A Wheelchair accessible entrance.
• Restrooms

Appointments are strongly recommended to ensure Mr. Schwartz has the time to dedicate to your specific needs.

Client Feedback & Reputation

Edward Jones consistently receives positive feedback, suggesting a client-focused environment. While specific reviews are limited, the average rating on Google My Business is 4/5, indicating a generally satisfied clientele. The emphasis on knowledgeable staff and personalized service appears to be a key differentiator. The firm’s long-standing reputation is built on trust and a commitment to client success.

Recommendation

For individuals seeking a reliable and experienced Financial Advisor in Syracuse, Indiana, Matt Schwartz at Edward Jones represents an excellent choice. His credentials, combined with a dedication to personalized service and a commitment to accessibility, create a supportive environment for achieving financial goals. We encourage potential clients to visit the Edward Jones website at edwardjones.com to schedule an appointment and discuss your financial needs directly with Mr. Schwartz.

Do you require any further elaboration on specific aspects of Mr. Schwartz’s services or the Edward Jones firm

👍 Reviews of Edward Jones - Financial Advisor: Matt Schwartz, CFP®|AAMS™

cindy J.

4/5

Love the staff. Knowledgeable.