Edward Jones - Financial Advisor: Matthew P McCartney, CFP®|AAMS™ - Waterville, Ohio

Edward Jones - Financial Advisor: Matthew P McCartney, CFP®|AAMS™

Overview: Matthew P. McCartney, a distinguished financial advisor at Edward Jones, provides expert guidance to clients in Waterville, Ohio. With a comprehensive range of services including financial consulting, brokerage, and investment services, McCartney ensures his clients' financial futures are secure and prosperous. His office, located at 1071 Pray Blvd, Waterville, OH 43566, is wheelchair accessible, reflecting Edward Jones' commitment to inclusivity. Appointments are required, and highly recommended for those seeking personalized financial planning.

Location: The branch is conveniently situated at 1071 Pray Blvd, Waterville, OH 43566, offering wheelchair accessible entrance, parking lot, and restroom facilities. This ensures comfort and ease of access for all clients.

Contact Information: For those interested in scheduling a consultation, Matthew McCartney can be reached at 98786300. His dedication to client service is evident from the glowing reviews, with an average opinion of 5/5 based on 3 reviews on Google My Business.

Specialties: McCartney's expertise spans financial consulting, brokerage, investment services, and stock brokering. These specialties position him as a versatile advisor capable of addressing a wide array of client needs.

Key Features:

• Comprehensive Financial Planning: McCartney offers tailored solutions to meet individual financial goals.
• Accessibility: The office is fully accessible, ensuring a welcoming environment for all clients.
• Personalized Service: Appointments are required, indicating a commitment to personalized attention rather than mass transactions.
• High Customer Satisfaction: With reviews highlighting exceptional service and friendliness, clients feel valued and well-cared for.
• Certified Professionals: McCartney holds prestigious designations such as CFP® and AAMS™, showcasing his commitment to financial literacy and regulatory compliance.

Recommendations: For individuals seeking a reliable and knowledgeable financial advisor in Waterville, Ohio, Matthew McCartney stands out. His office's commitment to accessibility and personalized service, combined with his impressive client feedback, makes him an ideal choice for those looking to navigate their financial futures with confidence.

Additional Points of Interest: The branch not only prioritizes client accessibility but also emphasizes the importance of a comfortable, welcoming atmosphere with facilities that cater to all needs. This attention to detail reflects Edward Jones' broader commitment to excellence in customer service.

Summary: Matthew McCartney at Edward Jones offers comprehensive financial advisory services with a strong emphasis on client accessibility and personalized care, as evidenced by his high client satisfaction ratings and wheelchair-friendly facilities.
keywords: Financial Advisor, Matthew McCartney, Edward Jones, Waterville Ohio, CFP®, AAMS™, Investment Services, Accessible Office, Client Satisfaction, Financial Planning, Stock Brokerage, Wheelchair Accessible, Reliability, Trust, Customer Service Excellence, Financial Consulting
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👍 Reviews of Edward Jones - Financial Advisor: Matthew P McCartney, CFP®|AAMS™

Tiffiny C.

5/5

“I have had an exceptional experience at this branch! The staff are incredibly friendly, attentive, and detail-oriented. They go above and beyond to ensure everything is perfect. I highly recommend this branch to anyone looking for excellent service!”

Megan S.

5/5

Mitchell S.

5/5