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Jefferson Matthews Wealth Solutions

Finance · Alabama, United States · <25 Employees

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About

Headquarters

3000 Riverchase Galleria Ste 790, Birmingham, A...

Revenue

<$5 Million

Industry

Finance General Finance

Recent News & Media

No recent news or media

Who is Jefferson Matthews Wealth Solutions

What sets Jefferson Matthews apart from the other financial firms? The mission of Jefferson Matthews Wealth Solutions is to forge relationships with our clients and find the best solutions for their financial futures and goals. We are focused on each individual client and their specific needs seeking to ensure that we do what is best for them. Helping people is our passion, our calling and financial wealth management is the vehicle that allows us to touch the lives of so many. We do not simply put things in place. No, we educate and prepare our clients to ensure their understanding and that they get the most out of this. We want to work with our clients for life and continuously be there for them through finances and life. We want to encourage, educate and support wherever and however, we can while giving them the peace of mind of knowing that no matter what happens in their life we are here and their finances are being tended to and handled with the utmost care. We sincerely want to see more and more people flourish financially, build a strong financial foundation and pass it on for generations. We are here to do the work, and we look forward to working for and with you! At Jefferson Matthews Wealth Solutions our mission is to work with our clients to create the best solutions to meet their financial goals and secure their financial futures. We focus on the individual client and their specific needs to ensure that our plans are what is truly best for them. We seek to find what works for both their immediate and long-term financial goals. We educate them about their finances as well as the plans that we put in place for them. Our goal is to earn the trust of our clients and work with them and their families for generations to come. At Jefferson Matthews our goal is to assist our clients in finding the best products to suit their financial needs. There is no one size fits all solution to financial planning. Upon meeting with and evaluating the clients individual needs, we are able to offer many services. We ...Read more

Jefferson Matthews Wealth Solutions's Social MediaPopular SearchesJefferson Matthews Wealth SolutionsJefferson Matthews Wealth SolutionMatthews Wealth Solutions LLCSIC Code 62,628NAICS Code 52,523Show more

Jefferson Matthews Wealth Solutions Org Chart

Aj Ruffin
Aj Ruffin

Chief Executive Officer

PhoneEmail
Deb Hosemann

Manager, Business Office

PhoneEmail

PhoneEmail

PhoneEmail

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Frequently Asked Questions regarding Jefferson Matthews Wealth Solutions

Where is Jefferson Matthews Wealth Solutions located?
Jefferson Matthews Wealth Solutions's headquarters are located at 3000 Riverchase Galleria Ste 790, Birmingham, Alabama, 35244, United States
What is Jefferson Matthews Wealth Solutions's official website?
Jefferson Matthews Wealth Solutions's official website is www.jeffersonmatthews.com
What is Jefferson Matthews Wealth Solutions's Revenue?
Jefferson Matthews Wealth Solutions's revenue is <$5 Million
What is Jefferson Matthews Wealth Solutions's SIC code?
Jefferson Matthews Wealth Solutions's SIC: 62,628
What is Jefferson Matthews Wealth Solutions's NAICS code?
Jefferson Matthews Wealth Solutions's NAICS: 52,523
How many employees does Jefferson Matthews Wealth Solutions have?
Jefferson Matthews Wealth Solutions has <25 employees
What industry does Jefferson Matthews Wealth Solutions belong to?
Jefferson Matthews Wealth Solutions is in the industry of: Finance General, Finance
What is Jefferson Matthews Wealth Solutions competition?
Jefferson Matthews Wealth Solutions top competitors include: Cape Cod Wealth Strategies & Insurance Services LLC, Westex Investment Services, Chip Millard Financial, Lindblad Financial Group
What technology does Jefferson Matthews Wealth Solutions use?
Some of the popular technologies that Jefferson Matthews Wealth Solutions uses are: nginx, WooCommerce, Microsoft Exchange Online, Microsoft 365
Who is the CEO of Jefferson Matthews Wealth Solutions?
Jefferson Matthews Wealth Solutions's CEO is Aj Ruffin
What does Jefferson Matthews Wealth Solutions do?

What sets Jefferson Matthews apart from the other financial firms? The mission of Jefferson Matthews Wealth Solutions is to forge relationships with our clients and find the best solutions for their financial futures and goals. We are focused on each individual client and their specific needs seeking to ensure that we do what is best for them. Help... ing people is our passion, our calling and financial wealth management is the vehicle that allows us to touch the lives of so many. We do not simply put things in place. No, we educate and prepare our clients to ensure their understanding and that they get the most out of this. We want to work with our clients for life and continuously be there for them through finances and life. We want to encourage, educate and support wherever and however, we can while giving them the peace of mind of knowing that no matter what happens in their life we are here and their finances are being tended to and handled with the utmost care. We sincerely want to see more and more people flourish financially, build a strong financial foundation and pass it on for generations. We are here to do the work, and we look forward to working for and with you! At Jefferson Matthews Wealth Solutions our mission is to work with our clients to create the best solutions to meet their financial goals and secure their financial futures. We focus on the individual client and their specific needs to ensure that our plans are what is truly best for them. We seek to find what works for both their immediate and long-term financial goals. We educate them about their finances as well as the plans that we put in place for them. Our goal is to earn the trust of our clients and work with them and their families for generations to come. At Jefferson Matthews our goal is to assist our clients in finding the best products to suit their financial needs. There is no one size fits all solution to financial planning. Upon meeting with and evaluating the clients individual needs, we are able to offer many services. We ...Read More

What are Jefferson Matthews Wealth Solutions social media links?
Jefferson Matthews Wealth Solutions Linkedin page Jefferson Matthews Wealth Solutions Facebook page
Is Jefferson Matthews Wealth Solutions a public company?
Jefferson Matthews Wealth Solutions is private company therefore does not currently have an official ticker symbol
See more information about Jefferson Matthews Wealth Solutions

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