Edward Jones - Financial Advisor: Stefan J. Matwijiw

08/10/2023

It was great to be invited back to the Home Office of Edward Jones in St. Louis.

The highlight for me was an absolute treat - listening to none other than Jim Weddle, our managing partner from 2005 to 2018, as he shared some of his personal Ted Jones stories. It was amazing to capture a glimpse into the rich history that has shaped this incredible 100 year old partnership.

Jim's stories reminded us of the strong foundation on which our company was built, and it’s truly inspiring.

Now, as we look ahead, I am filled with excitement for the future of what human-centered financial planning can do for our clients. We firmly believe that the key to successful coaching lies in the relationships we build with our clients. We understand that each person's financial path is unique, and by placing people at the heart of our approach, we can truly make a difference in their lives.

10/10/2022

It's World Mental Health Day.

Its also really tough to be human sometimes. 5 minutes can change everything, take the time to check in with your friends, co-workers, loved ones, family, and don't forget YOURSELF.

08/08/2022

It feels great to finally be on the property ladder in California.

07/13/2022

CD rates. If you're interested in learning more about certificates of deposit (CDs), give me a call.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

07/13/2022

If you want to stop by for a cup of tea and to ask some questions, our office is open to everyone.

We had our James in for 10 minutes this morning and he couldn’t be any happier when he left.

Happy Wednesday everyone..