Tampa Bay
Edward Jones - Financial Advisor: Matthew T Lewis, CFP®
17.55
17.55
Overview
We're committed to providing excellent client service which includes a commitment to providing people with disabilities full access to our products and services
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended
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This location offers a comprehensive range of financial services, including investment planning, financial consulting, and accountancy. The staff is committed to providing excellent client service, with a focus on accessibility and inclusivity. The building is wheelchair accessible, with a ramp entrance, accessible parking, and a wheelchair-accessible restroom.
The financial advisor, Matthew Lewis, is highly knowledgeable and dedicated to helping clients achieve their financial goals. He takes the time to understand each client's unique needs and creates personalized plans to meet their objectives. His exceptional communication skills make complex financial concepts easy to understand, and he is always available to address questions and concerns.
The location is well-equipped with modern amenities, including a restroom. The decor is clean and inviting, creating a comfortable atmosphere for clients to discuss their financial matters.
The only area for improvement is the initial planning process, which may require an appointment. However, once the planning process is underway, clients can expect exceptional service and a tailored approach to their financial needs.
Overall, this location is an excellent choice for individuals seeking reliable and expert financial advice. The staff's commitment to client satisfaction, combined with the location's accessibility features, makes it an ideal destination for those seeking financial guidance.
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