EDWARD JONES
Located in Alachua, FL, Edward Jones Investments - Matt Surrency is a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Specializing in personalized guidance, they focus on tailored solutions spanning investment management, retirement planning, estate planning, and education savings programs.
With a widespread presence of dedicated financial advisors, this firm values cultivating robust advisor-client relationships through consultations and continuous assistance to help clients prepare for the different stages of life. Edward Jones Investments - Matt Surrency stands out for its individualized client approach, offering customized strategies that go beyond a one-size-fits-all experience, ensuring that thoughtful planning is accessible to a diverse range of investors.
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