The Jeffrey Matthews Financial Group is committed to servicing the needs of its clients with customized strategies based on a client’s overall investment objectives, risk tolerance and financial position. Whether you are looking for income or growth, investment alternatives for a child’s or grandchild’s education, or you want to ensure your legacy is protected, Jeffrey Matthews’ financial advisors work hand-in-hand with clients, building relationships for the long term. At the heart of every client engagement is our commitment to:
We value our longstanding client relationships and build new ones with the trust our clients place in us. Most of our new business is referral-based from clients, accountants and attorneys. The key to any successful client-advisor relationship is communication. At Jeffrey Matthews, we pride ourselves on maintaining ongoing contact with our clients, helping them to make informed decisions about their investments — and their financial future.