Edward Jones - Financial Advisor Katie L Matthews, CKA

Located in Houston, Texas

Address: 1304 TX-105, Brenham, TX 77833, United States

Phone: +1 979-421-9765

Rating: 5

Review 1 (2020-05-18 - Rating: 5)
Katie will take time to talk with you, not at you. She takes the time to investigate questions I have if she does not know the answer from previous knowledge. With the changing markets we are faced with today her skills and knowledge of resources are a valuable tool. And she is very patient. She has never hurried from a phone call or an office visit with me. Above all I Trust her. She has character with solid values and I trust her advice and thoughts. When it comes to money and life savings you want to have 100% trust of how the money is taken and invested. Katie is my choice with Edward Jones.

Review 2 (2020-05-18 - Rating: 5)
I have been a client of Katie’s since 2015. From the beginning she has been able to thoughtfully guide me through making the right investments for my retirement future. She is professional and personable each time we have spoken or met in person and trust her wisdom and knowledge with the accounts I have in her charge. She and Randi make an excellent team.

Review 3 (2020-05-18 - Rating: 5)
Katie and her staff are the most caring professional people in the business. She is very knowledgeable of the industry and always looks out for the best for interest of her clients. We have been with Katie for years and she will always have my financial well being in her hands.

Review 4 (2020-05-21 - Rating: 5)
Katie Matthews is an excellent Financial Advisor. She truly cares for her clients and does everything she can to help them with their financial needs and goals whether it be retirement, college savings, or financial market questions. She is someone I trust and am blessed to have her as my Advisor with Edward Jones.

Review 5 (2020-05-18 - Rating: 5)
We would highly recommend Katie as a financial advisor! Weve had our account with her since 2015 and have been cared for in a professional and personal manner. We value her opinion and insight greatly and have hugely benefited from her services.

Review 6 (2020-05-18 - Rating: 5)
Katie and her team at EJ are highly professional and effective. They have a great way of breaking down the complicated financial market and the pros/cons of each type of investment into something that non-financial people can understand. My family is grateful for Katies patience and guidance over the years - would highly recommend her to any friend or familiy member!

Review 7 (2020-05-18 - Rating: 5)
Katie has helped me grow my investments tremendously. She’s helped me understand diversifying and applying different risk levels. I have sent and encouraged multiple friends to contact her because I trust Katie’s advice. If you need any assistance or even just have a question, she’s always quick to respond and is so helpful!

Review 8 (2020-07-13 - Rating: 5)
I have been a client of Edward Jones for 20+ years. Transferred to Katie’s office 2-3 years ago and the transition was easy and seamless. We receive great care and attention from her and her staff regarding our investments. Anyone would benefit from working with her.

Review 9 (2020-05-18 - Rating: 5)
Katie and her team go above and beyond! We wanted someone who was trustworthy and who would help us prepare and achieve our financial goals. We love the communication and transparency with Katie!

Review 10 (2020-05-18 - Rating: 5)
Katie & Randi are great! Our investment has done very well, they always have time for a quick phone call. We loved the social security presentation and found the information timely & valuable.

Review 11 (2020-05-18 - Rating: 5)
Katie works hard to have a good understanding of her clients’ needs and truly cares about them attaining their goals. Would definitely recommend her as a financial advisor!

Review 12 (2023-03-19 - Rating: 5)
Randi and Katie have been great for alot of years. First, for my father. Now for my wife.

Review 13 (2020-05-18 - Rating: 5)
Katie and her team has been a great help to me doing these up and down times of the market she has help me to stay calm and look at the long term advantages of beings diversified