Edward Jones - Financial Advisor: Matt Millies - Georgetown, Indiana

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Edward Jones – Financial Advisor: Matt Millies – A Comprehensive Overview

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For individuals and families seeking comprehensive financial planning and investment guidance, Edward Jones – Financial Advisor: Matt Millies presents a reliable and personalized service. Located at 1100 Copperfield Dr, Georgetown, IN 47122, United States, Mr. Millies offers a robust suite of services designed to help clients achieve their long-term financial goals. His commitment to building lasting relationships, coupled with his expertise in various financial areas, makes him a valuable resource for those navigating the complexities of wealth management.

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About Matt Millies

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Matt Millies is a dedicated financial consultant and a trusted advisor within the Edward Jones network. He brings a wealth of experience to his role, focusing on understanding each client's unique circumstances, risk tolerance, and aspirations. Mr. Millies' approach is centered around providing tailored solutions, not one-size-fits-all products. He prioritizes open communication and education, ensuring clients are fully informed and comfortable with their financial strategies. His specialization extends to acting as a finance broker and stock broker, facilitating investments to align with client objectives. He firmly believes in a holistic approach to investment services, considering all facets of a client’s financial picture – retirement planning, education savings, estate planning, and insurance needs.

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Services Offered

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Edward Jones, under Mr. Millies’ guidance, provides a wide array of services, including:

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• Investment Management: Creating and managing diversified investment portfolios designed to meet specific goals and risk profiles.

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• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.

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• Education Savings: Helping families plan and save for their children’s future educational expenses.

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• Estate Planning: Providing guidance on strategies to preserve and transfer wealth according to clients’ wishes.

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• Insurance Planning: Assessing and recommending appropriate insurance coverage to protect assets and loved ones.

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• Financial Check-Ups: Regular reviews of a client’s financial situation to ensure strategies remain aligned with their evolving needs.

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Location and Accessibility

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The office of Edward Jones – Financial Advisor: Matt Millies is conveniently located at 1100 Copperfield Dr, Georgetown, IN 47122. Mr. Millies is committed to providing accessible service to all clients. The office features:

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• Wheelchair-accessible car park: Ensuring ease of access for clients utilizing mobility devices.

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• Wheelchair-accessible entrance: Providing a barrier-free entry to the office.

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• Wheelchair-accessible toilet: Catering to the needs of clients with mobility limitations.

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• Restroom: A comfortable and accessible restroom facility.

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Appointments are highly recommended to ensure dedicated time and personalized attention. Clients can schedule appointments by contacting Mr. Millies directly via phone or through the Edward Jones website.

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Contact Information

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Phone: 8123991102

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Website: edwardjones.com

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Client Feedback and Reputation

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Currently, Edward Jones – Financial Advisor: Matt Millies has 0 reviews on Google My Business. This indicates a relatively new or emerging profile. The average opinion is 0/5, reflecting the lack of publicly available feedback at this time. However, Edward Jones as an organization consistently maintains a strong reputation for integrity and client service. Mr. Millies’ dedication to personalized attention and financial expertise suggests a positive experience for clients who engage with his services. It's recommended prospective clients reach out to Mr. Millies directly to discuss their specific financial needs and expectations.

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