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Matt Surma - Financial Advisor in Colorado Springs, CO

Matt Surma

Financial Advisor

3.0
(2)
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when in...... Show More
Location & Business Hours
Business Hours
Tues
8 AM to 4 PM
Wed
8 AM to 4 PM
Thu
8 AM to 4 PM
Overall Ratings
3.0
(2)
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Reviews from Web
  • 5.0
    google
    J
    Jay D
    Posted on October 20th, 2025 12:00 AM
    Im truly impressed and encouraged by Matt's knowledge and work ethic. Matt is truly exceptional
  • 5.0
    google
    R
    Ronnie H
    Posted on October 17th, 2025 12:00 AM
    Matt’s the best! Super easy to work with and really takes the time to explain everything. You can tell he genuinely cares about his clients — no pressure, just great advice. Highly recommend!
  • 5.0
    google
    J
    JJ L
    Posted on October 16th, 2025 12:00 AM
    We trust Matt with our finances and he’s not lead us astray. Great communication and amazing human being.
  • 5.0
    google
    J
    Javier C
    Posted on October 25th, 2024 12:00 AM
    I’ve known Matt for years, and has always provided sound guidance and investment advice.
  • 1.0
    google
    R
    Remington S
    Posted on October 12th, 2023 12:00 AM
    This guy is unethical and will take your money. I would recommend staying clear of this con artist!!!
  • 5.0
    google
    R
    Richard M
    Posted on October 12th, 2023 12:00 AM
    Know Matt over 10 years has never failed me. He's "Johnny on the spot"
  • 6 of 6
    About
    As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
    Specialities
    Spending Time with Family
    Outdoor Enthusiast
    Traveling
    Snowboarding
    Volunteering
    55
    /850
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    FAQs
    Here are some Frequently Asked Questions about Matt Surma
    What organization is Matt Surma associated with?
    Matt Surma is associated with Edward Jones.
    What is Matt Surma’s work email address?
    Matt Surma’s professional email address is m********a@e**********.com. You can also email Matt Surma by clicking on the contact Matt Surma.
    Where is Matt Surma based out of?
    Matt Surma’s primary location is Colorado Springs, CO.
    What is Matt Surma's phone number?
    Matt Surma's phone number is (719) 488-0457
    What is Matt Surma's title??
    Matt Surma is a Financial Advisor.