Edward Jones - Financial Advisor: Matt Geiseman, CFP®|AAMS™ - Bennington, Nebraska

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Edward Jones – Financial Advisor: Matt Geiseman, CFP®|AAMS™ – A Comprehensive Overview

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For individuals and families seeking expert financial guidance, Edward Jones presents a reliable and personalized service through its dedicated advisor, Matt Geiseman, CFP®|AAMS™. Located at 15821 Center West Hadan Dr, Bennington, NE 68007, Mr. Geiseman offers a comprehensive suite of financial planning solutions tailored to meet unique needs. His commitment to building long-term relationships, coupled with his credentials as a Certified Financial Planner™ (CFP®) and an Accredited Asset Management Specialist™ (AAMS™), establishes him as a trusted resource within the community.

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About Matt Geiseman, CFP®|AAMS™

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Matt Geiseman brings a wealth of experience to Edward Jones, focusing on providing investment services and comprehensive financial consulting. He specializes in helping clients achieve their financial goals, which can range from retirement planning and education funding to estate planning and wealth management. Mr. Geiseman’s approach is characterized by a deep understanding of market dynamics, combined with a proactive and collaborative style. He prioritizes open communication and works closely with clients to develop strategies aligned with their individual circumstances and risk tolerance. His dual certifications – CFP® and AAMS™ – demonstrate his expertise in both financial planning and asset management, respectively. The CFP® designation signifies his commitment to meeting rigorous ethical and professional standards, while the AAMS™ credential underscores his abilities in managing investment portfolios.

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Specialties and Services Offered

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• Financial Consulting: Matt Geiseman provides expert advice on a wide range of financial matters, assisting clients in making informed decisions about their finances.

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• Finance Brokerage: He offers brokerage services, facilitating the purchase and sale of various investment products.

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• Investment Services: Mr. Geiseman specializes in designing and implementing investment strategies to help clients grow their wealth.

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• Stock Brokerage: He provides access to a broad selection of stocks and other equity investments.

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• Retirement Planning: He assists clients in developing strategies to ensure a comfortable and secure retirement.

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• Education Funding: Matt Geiseman helps families plan and save for their children’s education expenses.

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• Estate Planning: He collaborates with legal professionals to assist clients in creating estate plans that reflect their wishes.

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Location and Accessibility

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The Edward Jones office in Bennington, Nebraska, is strategically located at 15821 Center West Hadan Dr, Bennington, NE 68007. The office is committed to providing convenient access for all clients. Notably, the facility is wheelchair accessible, featuring a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Restrooms are also available for client use. Appointments are highly recommended to ensure dedicated attention and personalized service, allowing Mr. Geiseman to thoroughly address each client’s specific needs.

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Client Feedback and Reputation

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Currently, Edward Jones – Matt Geiseman’s office – has 0 reviews on Google My Business. This reflects the relatively new nature of the business and the ongoing effort to build a strong reputation. The average opinion is 0/5, highlighting the need for continued client satisfaction and positive reviews. However, Edward Jones is known for its long-standing commitment to client service and integrity, and Mr. Geiseman's dedication to building strong relationships is a key factor in his success.

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Contact Information

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To schedule an appointment or discuss your financial planning needs, please contact Matt Geiseman directly:

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Phone: 4022383833

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Website: edwardjones.com

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