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

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

Located at 66 E Morgan St, Martinsville, IN, Edward Jones, represented by Matthew P. Spence, CFP®, is a trusted financial advisor dedicated to helping individuals and families achieve their long-term financial goals. With a commitment to personalized service and a comprehensive approach to wealth management, Spence and his team at Edward Jones have been serving the Martinsville community for many years.

Main Services

• Financial Planning: Spence and his team work with clients to understand their unique financial situation and develop a tailored plan to help them achieve their goals. This includes retirement planning, college savings, estate planning, and more.
• Investment Services: Edward Jones offers a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Spence and his team can help clients build a diversified portfolio that aligns with their risk tolerance and investment objectives.
• Retirement Income Strategies: As clients approach retirement, Spence and his team can help them develop strategies to generate income from their investments and ensure a comfortable retirement.
• Insurance Services: Edward Jones offers a variety of insurance products, including life insurance, disability income insurance, and long-term care insurance, to help protect clients and their families from financial risks.
• Estate and Legacy Planning: Spence and his team can help clients create an estate plan that reflects their wishes and ensures their assets are distributed according to their instructions. They can also help clients create a legacy plan to pass on their values and wealth to future generations.

Location and Access

Edward Jones is conveniently located at 66 E Morgan St in Martinsville, IN. The office is situated in the heart of downtown Martinsville, within walking distance of several local businesses and restaurants. The area is well-served by public transportation, with the Mooresville-Martinsville Transit System providing bus service to the downtown area.

For those who drive, there is ample parking available in the nearby lots and on the street. The office is also wheelchair-accessible, with a ramp leading to the entrance and a wheelchair-accessible restroom inside.

Featured Characteristics

• Personalized Service: At Edward Jones, clients always come first. Spence and his team take the time to get to know each client and understand their unique financial goals and concerns. They then create a personalized plan to help each client achieve their objectives.
• Comprehensive Approach: Edward Jones takes a holistic approach to financial planning, considering all aspects of a client's financial situation and developing a comprehensive plan that addresses their short-term and long-term needs.
• Experienced Team: Matthew P. Spence is a CERTIFIED FINANCIAL PLANNER™ professional, which means he has met rigorous educational and ethical standards set by the CFP Board. He is also supported by a team of experienced financial advisors and associates who are dedicated to helping clients achieve their financial goals.
• Community Involvement: Edward Jones is committed to giving back to the Martinsville community. Spence and his team are involved in local organizations and events, including the Martinsville Chamber of Commerce and the Morgan County Fair.

Practical Information

• Address: 66 E Morgan St, Martinsville, IN 46151, United States
• Phone: 7653494783
• Website: edwardjones.com
• Hours: Monday - Friday, 8:30am - 5pm (EST)
• Appointments: Recommended

While there are no reviews of Edward Jones - Financial Advisor: Matthew P. Spence, CFP® on Google My Business at the time of writing, clients can expect a high level of personalized service and expertise from this experienced financial advisor. Spence and his team take the time to understand each client's unique financial situation and develop a comprehensive plan to help them achieve their long-term goals. With a commitment to community involvement and a convenient downtown location, Edward Jones is a trusted financial advisor for individuals and families in the Martinsville area.