Jeffrey R. Young & Associates

I have been retired for the last 5 years and in that time I have sought out and used various financial management companies. As a result I have been thoroughly pleased, extremely impressed and continually comforted with the level of service and trust provided by Mathies Financial Partners. Mathies Financial Partners are the GOLD STANDARD in Financial Management. I have now worked with Jeff and Steve for the majority of my time in my retirement. Besides being super friendly this company is incredibly responsive and accountable to you the customer. Mathies Financial Partners provide a level of excellence not seen elsewhere and most of all continually provide the education and insight to set you at ease. Go no further in your search for outstanding financial management.

We are extremely satisfied with the service we have received from Mathies Financial Partners. Jeff, Jeff and Steve have a way of presenting the educational information and classes that help us understand our portfolio. We have been clients for over 5 years and continue to trust and appreciate the professional financial advise that we have received during this time. We highly recommend Mathies Financial Partners to anyone looking for a Financial Management Company to do business with. The peace of mind is worth it all.

We have been with Mathies Financial Partners for more than 10 years. Jeff Mathies is very professional and knowledgeable. With Jeff's help and knowledge, retirement income strategies were created and we are no longer worried about retirement income. By far, Jeff Mathies is the best financial planner. I recommend Jeff and his staff very highly.

We have worked closely with Steve Foltz and the Mathies Team for many years. They have always been very responsive to our needs and desires - always seeking to understand our priorities and facilitate the financial decisions that will best serve our objectives. We truly appreciate the extra effort they extend to educate all of their clients on market trends and investment choices, and provide timely advice for effective financial decisions. We would highly recommend Mathies to anyone searching for reliable and responsive financial services.

1/26/2021 We met Steve Foltz about 7 or so years ago. During these past years we have come to know Steve as a very professional, helpful and friendly person. In the beginning, my wife and I had recently come together, as a couple, with the finances we brought to the table being predominantly mine. Nevertheless, Steve saw that my wife was included in all discussions and meetings. We viewed that as a very caring and astute way of doing business. Steve and his firm have provided many educational opportunities for his clients to learn and participate in their own success by providing many free seminars and classes. Additionally, Steve’s group offers referrals to other professionals that have also provided much needed assistance. For example, Attorneys that prepare Trust documents. We view his firm as a retirement one stop shop where most all your needs can be met. Steve is always available for discussions should a need arise. Also, he ensures that each year he touches base with his clients to perform a review of the past years results. We continue to see Steve as a 5 Star performer and thoroughly enjoy our relationship with him. After all, if you are not getting 5 Star treatment where you are currently…why are you staying?