Edward Jones - Financial Advisor: Brian Mathis

★★★★★
Making Sense of Investing
  • 503 Carthage St, Suite 200 Suite 200

    Sanford, NC 27330

    Map & Directions
  • 919-728-1578

About Edward Jones - Financial Advisor: Brian Mathis

Categories
  • Investments
Details
  • Retirement Planning
Emails
  • brian.mathis@edwardjones.com
Year Established
  • 1922
Products
  • Financial Advisor
  • Investment Management
  • Funds Investment
  • Stock & Bond Broker
Brands
  • Sanford Financial Advisor
  • Investment Management
  • Funds Investment
  • Stock & Bond Broker
Services
  • Stocks & Bonds
  • Investment Managers
  • Advisors
Languages
  • English
5.0 1
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After having numerous investments over a span of about 12 years I was so frustrated by the dismal results. I went from one investment firm to another only to find initial enthusiasm, followed by indifference, then disappointment. Then my Mother convinced me to give Brian a try. I was hesitant at first since he was in North Carolina and I was in Houston, but I am so very happy I made the decision! My only regret is that I waited so long. Brian completely turned my investments around. For the first time I am seeing consistant gains. He also did a fantastic job with my son's college fund. His recommendations created enough growth to give us something to work with! I have also found Brian to be very caring, even years after working with us and we have never even met! His assistant Jackie, is also a gem. She is friendly, kind and answers back promptly.

2
★★★★★

After having numerous investments over a span of about 12 years I was so frustrated by the dismal results. I went from one investment firm to another only to find initial enthusiasm, followed by indifference, then disappointment. Then my Mother convinced me to give Brian a try. I was hesitant at first since he was in North Carolina and I was in Houston, but I am so very happy I made the decision! My only regret is that I waited so long. Brian completely turned my investments around. For the first time I am seeing consistant gains. He also did a fantastic job with my son's college fund. His recommendations created enough growth to give us something to work with! I have also found Brian to be very caring, even years after working with us and we have never even met! His assistant Jackie, is also a gem. She is friendly, kind and answers back promptly.

Message from Edward Jones - Financial Advisor: Brian Mathis

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Editorial from

Full-service investment firm focuses on in-person consultations, with planning and advice on everything from college savings to retirement to increasing personal income.

Key Points

  • Financial Strategies, One-on-One Advice
  • Visit EdwardJones.com Today
  • Find a Financial Advisor Near You
 

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