Edward Jones - Financial Advisor: Jeri Mattics, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Jeri Mattics is a Certified Financial Planner (CFP®) and financial advisor based in Montrose, Colorado. She specializes in retirement planning, education savings strategies, and tax-smart investment management. At Edward Jones, Jeri emphasizes the importance of face-to-face conversations to understand her clients' financial goals. She provides personalized financial guidance to individuals and families looking to build long-term wealth and prepare for significant life events.

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