Jeffrey Matthews Financial Group Employee Directory
Financial ServicesNew Jersey, United States11-50 Employees
The Jeffrey Matthews Financial Group is a financial services firm established in 1996 and based in Florham Park, New Jersey. It positions itself as a full-service securities brokerage that offers a broad range of products, including fixed income securities, equities, mutual funds, and insurance, with investment advisory services provided through its affiliated entity, Jeffrey Matthews Advisory Group, LLC. The company emphasizes tailoring financial reviews to clients’ goals, focusing on wealth accumulation, preservation, and protection, and it coordinates with clients’ tax attorneys and estate planners to support comprehensive financial planning. Its client base includes retail and high net worth individuals, charitable foundations, institutional clients, and retirement plans, with a history of helping clients invest through its clearing relationships at RBC and other institutions. In its evolution from a specialty municipal bonds provider to a broader investment services firm, it seeks to address the needs of clients navigating complex markets by delivering education and access to a wide range of financial products. }
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