Edward Jones - Financial Advisor Matthew A Mintz, CFPCEPAAAMSCRPCCRPS

Located in Houston, Texas

Address: 251 N Farm to Market 1626 Bldg 2 Ste B, Buda, TX 78610, United States

Phone: +1 512-717-5893

Rating: 5

Review 1 (2023-10-12 - Rating: 5)
I have a CPA firm and have been collaborating with Matt for over a year now, and I can confidently say that his financial planning practice is top-notch. Matt has been dedicated to staying updated on financial planning techniques, tax laws, and other regulations. His due diligence in client care makes him a standout in the industry.What sets Matt apart is his genuine interest in his clients well-being. He goes above and beyond to provide tailored financial strategies that align with their unique needs. This commitment to excellence is evident in our mutual clients, who often express their satisfaction with his services.In our professional relationship, Matt has been an invaluable partner. We frequently discuss and implement strategies for clients, and his insights have been instrumental in providing well rounded financial solutions. We have been able to work seamlessly together, which greatly benefits our clients.If youre a business owner or an individual looking for comprehensive financial planning, I highly recommend Matt. His expertise, attention to detail, and client-centered approach make him a trusted advisor youll want on your team.

Review 2 (2023-10-12 - Rating: 5)
I have known Matt for several years and can personally vouch for his knowledge, integrity and work ethic.As a realtor, it is part of my job to have qualified, competent, trustworthy referral partners that I can refer clients to. Purchasing a home is one of the largest financial ventures someone will undertake over the course of their life. Many people need assistance with saving, budgeting, or investing to grow their money on the way to be able to arrive at that point. This is where I direct them to Matt.I have referred multiple people to Matt over the years and they all have the same consensus: he is kind, understanding, intelligent, good at explaining things and good at helping them develop a plan. I will continue referring people his way in the future for these exact reasons!

Review 3 (2020-11-21 - Rating: 5)
If youre looking to secure a strong financial future for yourself with a trusted and financial advisor, Matt is amazing! His approach is very personalized and sensitive to his clients needs and situations. He makes sure to listen to what his clients plans are for the future, questions they may have about their investments, and provides excellent guidance on options that are available to his clients. Theres no better fiduciary who I would trust to help me gain financial security!

Review 4 (2020-12-01 - Rating: 5)
Like most I have dabbled in investing independently to mixed results. Since working with Matt my financial foundation has improved and I now have a clear accelerated path to my goals that I didnt think were possible before.This happened because Matt really took the time to understand and learn my needs, lifestyle and goals. So that we are are always looking at the same picture with same mindset. Matt is very customer obsessed and seeks to provide the best information to his clients and communicate as clearly as possible so that they are informed no matter what their knowledge level is.I have enjoyed working with Matt this past year and growing my financial knowledge. I look forward to being a client for many years to come.

Review 5 (2020-11-21 - Rating: 5)
Planning for the future is important and there is no one Id trust more than Matt Mintz! I tried investing myself and could not keep up with the market and started to feel overwhelmed. Matt does a great job of explaining the terms, processes and everything for someone who is not as financially inclined. Matts passion for his work shines through and I know he is doing all he can to help me well prepared for whatever my future holds. 100% recommend to anyone who wants to start preparing for a financially stable and successful future.

Review 6 (2020-11-26 - Rating: 5)
Since my wife and I are new to investing, we wanted to find an advisor who would take the time to explain how it all works and not pressure us. After some research, we decided to meet with Matt and we couldnt be happier. His professional yet friendly demeanor put us at ease. Matt took the time to explain so much, he was so patient and answered all of our 20,000 questions before we even signed up with Edward Jones. Hes always available and willing to talk things through. What I like best about Matt is that he doesnt tell us what to do; he gives us information, then our options, then his perspective and insight, and then WE choose how to proceed. If you are looking for a financial advisor to partner with, I highly recommend giving Matt a call.

Review 7 (2022-04-18 - Rating: 5)
Matt is dedicated to helping his clients plan for the future. He is a true professional and I felt 100% confident and comfortable discussing my financial plans and goals with him. I highly recommend his services.

Review 8 (2020-11-21 - Rating: 5)
Matt makes it so easy to invest and feel like my money is working for me. He takes the time on a regular basis to review my plan with me and make sure I’m happy with how my goals look. When I need something reviewed or changed, he’s very responsive and knowledgeable. I’m a big fan!

Review 9 (2020-11-21 - Rating: 5)
I have always wanted to invest, but the thought was intimidating. Working with Matt has completely eased my fears and has made the process so easy. He is always willing to talk through every question I may have and has set me up for current and future financial success. I highly recommend Matt for all investment needs.