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Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA®|AWMA®
- Santa Rosa, CA
About this business
Location details
3550 Round Barn Blvd Ste 205, Santa Rosa, CA 95403, Santa Rosa, CA, 95403, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I can’t recommend Matt highly enough as a financial advisor. As a business owner, having someone who is extremely tax-conscious is a huge advantage, and that’s one of his strongest qualities. He consistently looks for smart, strategic ways to help maximize growth while minimizing unnecessary tax exposure. What really sets him apart is his honesty and transparency. He takes the time to clearly explain both the opportunities and the risks, so you always feel informed and confident in your decisions. I truly appreciate the di... read more
Edward Jones has been nothing short of phenomenal. I have been with them for about 5 years and Matt Walls our financial advisor has been outstanding. He is efficient and professional while also taking the time to know his clients personally. Would highly recommend their services.
Matt Walls is an absolute AllStar! Very dedicated to his clients and always goes above and beyond to be a better advisor for everyone. I would recommend Edward Jones and especially Matt to anyone interested in investing! 10/10 in every aspect. Thanks Matt!
I have worked with this Ed Jones office for twenty years, and with Matthew Walls for the last 10 or so. He has been instrumental in making my retirement possible. I'm an average, single female with little income to spare for retirement accounts. Matt's guidance grew a small seed of money into a money tree that will see me through my retirement years. In addition, I have been taught a great deal to help me make sound investment decisions. Matt answers every question I have without ever speaking down to me, ensuring I underst... read more
I can’t say enough great things about Matt Walls and the entire Edward Jones office. From day one, Matt has been more than just someone managing investments — he’s someone who genuinely takes the time to understand our lives. He gets to know my family, understands our family dynamics, and truly cares about where we are and where we’re trying to go. That personal connection makes a huge difference and is something you don’t find everywhere. Matt has done an excellent job managing and structuring my wife’s and my finances, b... read more
Frequently asked questions about Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA®|AWMA®
How is Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA®|AWMA® rated?
Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA®|AWMA® has a 5 star rating with 13 reviews.
When is Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA®|AWMA® open?
Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA®|AWMA® is closed now. It will open tomorrow at 9:00 a.m.
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