My name is Matthew Joseph Valls. I am a resident of New Iberia where I was born and raised. I grew up working for my father in the oilfield where he instilled in me the passion of hard work leading to success. I attended the University of Louisiana at Lafayette as a life-long, die-hard Cajuns fan, and I pursued a career in finance. In 2013, I became a financial advisor for Edward Jones. I desired to help people attain their financial goals. I knew I wanted to help people on a personal level to be able to save for an education, become an investor for the first time or prepare for their retirement.
As a financial advisor, I help individual investors develop an investment strategy geared toward their unique, long-term goals. In our office, we want to understand your priorities first. With this understanding, we help guide you in making informed financial decisions as you move toward your short, intermediate and long-term goals.
My office and home are located in New Iberia where I live with my wife and three children. I enjoy all outdoor activities including hunting, fishing and coaching sports, especially for my 8-year old son.
We welcome the opportunity to work with your CPA, attorney and trusted professionals. We strive to deliver a unique client experience that is tailored to your needs, we are dedicated to providing top-notch service because that is what you deserve.
- Insurance & Annuities
- Business Retirement Plans
- Retirement Savings Strategies
- College Savings
- Estate & Legacy Strategies
- Wealth Strategies
Phone NumberMatt Valls at (337) 367-0475
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 03:00PM|
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