What We Do

Whether it is your friend or colleague, or the headlines to online, you are exposed to a dizzying array of investment tips and financial plans. It's impossible to forget that you could be doing more with your money...and nearly as difficult to determine what exactly you should be doing.

You don't need more investment information.

You just need the right information.

What is it you really need?

If you're ready to find the answers, let's talk.

Our experienced investment professionals can help you select the investments and strategies that target a preferred rate of return while you remain in your comfort zone.

Get Advice

In addition to investment advice from an experienced team of Jeffrey Matthews financial advisors, JMFG partners with select accountants and attorneys who specialize in tax and estate planning to be able to offer comprehensive financial, retirement, and estate plans.

Protect Your Wealth

JMFG is insurance licensed in several states where we offer life insurance, long-term care and annuity products. In a competitive industry, we do not limit ourselves to only a few insurance carriers as we prefer to seek out the best products from only top-tier companies. We have used insurance products as an essential tool in clients' estate planning.  We also review existing insurance coverage’s and recommend improvements where necessary.

Clearing Arrangement and Services

Jeffrey Matthews is a full-service securities brokerage firm that clears its operations on a fully-disclosed basis through RBC Correspondent Services. RBC CS is a division of RBC Capital Markets Corporation, member NYSE/FINRA/SIPC.  RBC Capital Markets Corporation is a member of the NYSE, AMEX, CHX, CBOE and PSE and has execution capabilities on all principal exchanges.  RBC Capital Markets Corporation is owned by Royal Bank of Canada, which trades under the symbol RY on the New York Stock Exchange. The Royal Bank of Canada continues to have one of the highest credit ratings among North American banks.  Through our relationship with RBC CS, we can offer online account access, online bill pay, check writing, and debit cards, as well as access to many of RBC Capital Markets’ fixed income and other securities offerings.

JMFG PRODUCTS

We offer a wide range of investment products and services to help achieve your investment goals.

Bonds
Tax-Free and taxable Municipal Bonds (including Build America Bonds)
Corporate and Convertible Bonds
CMO Bonds (Collateralized Mortgage Obligations)
Government Agency Bonds
Brokered Certificates of Deposit (CDs)
Zero-Coupon Bonds
Corporate Notes (Death Put Feature)

Insurance
Variable and Fixed Annuities
Whole Life
Universal Life
Term Life
Key Man/Buy-Sell
Second to Die
Long Term Care

Mutual Funds
Income and/or Growth (International & Domestic)
529 College Savings Plans

Equities
Common Stock
Preferred Stock/QIPS (Quarterly Income Preferred Securities)

Other Products

Unit Investment Trusts (UIT)
Options (for Income and Growth)

Making money does not have to come at the expense of time. Whatever your investment needs, we invite your inquiries, without cost or obligation. We are confident you will find our service superior.

State Registrations

Jeffrey Matthews is registered to conduct business in 41 states and the District of Columbia.  We can only provide securities products and services in these jurisdictions.  If you live in a state where we are not registered, please contact us to request us to register in your state.

Jurisdictions where we are registered:
AR – Arkansas
AZ – Arizona
CA – California
CO – Colorado
CT – Connecticut
DC – Washington DC
DE – Delaware
FL – Florida
GA – Georgia
HI – Hawaii
ID – Idaho
IL – Illinois
IN – Indiana
KS – Kansas
LA – Louisiana
MA – Massachusetts
MD – Maryland
ME – Maine
MI – Michigan
MN – Minnesota
MO – Missouri
MS – Mississippi
NC – North Carolina
NH – New Hampshire
NJ – New Jersey
NM – New Mexico
NV – Nevada
NY – New York
OH – Ohio
OK – Oklahoma
OR – Oregon
PA – Pennsylvania
SC – South Carolina
TN – Tennessee
TX – Texas
UT – Utah
VA – Virginia
VT – Vermont
WA – Washington
WI – Wisconsin
WV – West Virginia