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:
• Providing a unique, personalized customer experience
• Providing thoughtful analysis, investment guidance and recommendations
• Providing products and solutions to meet our clients’ life stages and evolving needs
• Assist with wealth accumulation and protection through planning and discipline
•Conduct our business with transparency and the highest ethical standards
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.