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Larry Mathias - Financial Advisor in Tucson, AZ

Larry Mathias

Financial Advisor

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I started my personal investing journey at the age of 21. I was fortunate to hear about the value of consistent investing over time to help build future financial security. I set a goal then to be able to retire at 50 (or at least have the ...... Show More
Location & Business Hours
Business Hours
Tues
7:30 AM to 5 PM
Wed
7:30 AM to 5 PM
Thu
7:30 AM to 5 PM
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About
I started my personal investing journey at the age of 21. I was fortunate to hear about the value of consistent investing over time to help build future financial security. I set a goal then to be able to retire at 50 (or at least have the choice) and became an investor. I enjoyed a successful first career working in various senior leadership roles within a Fortune 100 company. Through those years, I also enjoyed offering investment coaching and support to individuals. After accomplishing my goals and looking forward to where I would invest my time and energy next, I found a strong connection to the culture and values of Edward Jones and the opportunity to help others achieve their financial priorities. I am proud to serve a diverse group of clients across Arizona and across the country, being registered in 25 states. Many of my clients are business owners, professionals and retirees. I also have a good understanding of the challenges of those in the medical profession and serve many clients in that field. I understand that many of my clients are very busy, so we work to simplify their lives.Joining me here is Siobhan Hoffman, branch administrator, who provides exceptional service. But, we're not alone. We enjoy the support of thousands of people and advanced technology from our home office that helps ensure that you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your CPA, attorney or other trusted professionals. I have been married to my wife, Ann, for over 12 years and we have called Tucson home since 2017. We have seven children, two grandchildren and precocious 82-year-old desert tortoise named Matilde. We enjoy spending time with family, traveling, golfing and doing the desert life here. Whether you are planning for retirement, living in retirement or trying to protect the financial future for your loved ones, we can work together to develop specific strategies to help you achieve your goals.
Specialities
Wealth Strategies
Retirement Savings Strategies
Business Retirement Plans
Retirement Income Strategies
Estate & Legacy Strategies
Insurance & Annuities
Spending Time with Family
Golfing
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FAQs
Here are some Frequently Asked Questions about Larry Mathias
What organization is Larry Mathias associated with?
Larry Mathias is associated with Edward Jones.
What is Larry Mathias’s work email address?
Larry Mathias’s professional email address is l***********s@e**********.com. You can also email Larry Mathias by clicking on the contact Larry Mathias.
Where is Larry Mathias based out of?
Larry Mathias’s primary location is Tucson, AZ.
What is Larry Mathias's phone number?
Larry Mathias's phone number is (520) 989-0110
What is Larry Mathias's title??
Larry Mathias is a Financial Advisor.