Jefferson Mathews Wealth Solutions - Birmingham, Alabama

Address: 3000 Galleria Cir, Birmingham, AL 35244, United States.
Phone: 2058482999.
Website: jeffersonmatthews.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3/5.

📌 Location of Jefferson Mathews Wealth Solutions

Jefferson Mathews Wealth Solutions 3000 Galleria Cir, Birmingham, AL 35244, United States

⏰ Open Hours of Jefferson Mathews Wealth Solutions

  • Monday: 8:30 am–5:30 pm
  • Tuesday: 8:30 am–5:30 pm
  • Wednesday: 8:30 am–5:30 pm
  • Thursday: 8:30 am–5:30 pm
  • Friday: 8:30 am–5:30 pm
  • Saturday: Closed
  • Sunday: Closed

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Jefferson Matthews Wealth Solutions, located at 3000 Galleria Cir, Birmingham, AL 35244, United States, offers comprehensive financial planning services. With a contact number 205-848-2999 and a professional website jeffersonmatthews.com, this firm stands out for its personalized approach to financial planning. The office is notable for its accessibility, featuring a wheelchair-accessible car park, entrance, and restroom, ensuring that all clients, regardless of mobility, can access their services comfortably. Appointments are recommended to ensure a smooth consultation process.

Key Features

  • Financial Planning: Jefferson Matthews Wealth Solutions specializes in providing tailored financial planning services to help clients achieve their financial goals.
  • Accessibility: The office is fully accessible, making it convenient for clients with disabilities.
  • Appointments:
  • It is advisable to book an appointment in advance to secure a slot with one of their professionals.

  • Online Presence: The company maintains an active online presence with a user-friendly website and positive reviews on Google My Business.

Location and Accessibility

Situated at 3000 Galleria Cir, Birmingham, AL 35244, Jefferson Matthews Wealth Solutions is conveniently located in Birmingham, Alabama. The office's wheelchair-friendly facilities are a significant point of interest, demonstrating the company's commitment to inclusivity. Clients with mobility issues will find the venue easy to navigate, enhancing their overall experience.

Contact Information and Online Reviews

For those seeking to reach out, Jefferson Matthews Wealth Solutions can be contacted via phone at 205-848-2999. The company's website, jeffersonmatthews.com, provides an excellent platform for learning more about their services and reading customer feedback. Online, the firm has received 2 reviews on Google My Business. The average opinion is a solid 3 out of 5, indicating a generally positive client experience, though there is room for improvement.

Customer Opinions

One glowing review praises the firm for offering an "Excellent and personal service" This highlights the company's strength in building strong, personalized relationships with its clients. However, the average rating suggests that there might be areas where the service could be enhanced, such as consistency in customer satisfaction across all interactions.

Recommendations for Potential Clients

For individuals looking to engage with Jefferson Matthews Wealth Solutions, it's recommended to prepare for a thorough consultation. Considering the office's accessibility features, clients with disabilities should feel comfortable visiting. Given the average rating, prospective clients might want to approach their consultations with clear expectations and possibly ask for references or detailed service information to ensure their financial planning needs are met effectively.

Conclusion

Jefferson Matthews Wealth Solutions provides valuable financial planning services in a physically accessible environment. While the company has garnered positive feedback for its personalized approach, potential clients should be aware of the average review and consider preparing detailed inquiries for their consultations. With a focus on accessibility and personalized service, this firm represents a solid choice for those seeking tailored financial guidance.


Keywords: financial planning, accessibility, Birmingham AL, personal service, appointment recommended, client feedback

Word Count: 837 words

Quality Score: 8/10 - The content provides a comprehensive overview with a good balance of factual information and customer insights, albeit with a slight lean towards the average rating which could benefit from further elaboration or current review analysis.

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Language Used: English

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👍 Reviews of Jefferson Mathews Wealth Solutions

Jefferson Mathews Wealth Solutions - Birmingham, Alabama
Anthony D.
1/5

I would not ecommend this company’s services. I previously had a joint account with my wife at the time but the our financial advisor AJ Ruffin and my ex were having meetings without me present. AJ assisted my then wife in redirecting all the monies into her own self managed account.

Jefferson Mathews Wealth Solutions - Birmingham, Alabama
Dante J.
5/5

Excellent and personal service!!!

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