Edward Jones - Financial Advisor: Brian Mathis

★★★★★
Making Sense of Investing
  • 503 Carthage St 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
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

At Edward Jones, we believe in doing business face to face. We want to get to know your unique financial objectives so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or just acquire extra income to meet monthly expenses, you can expect personalized service and information on investing in quality investments for the long-term.

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

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