To the serious individual investor in the Oconto area:

My name is Matt Heling, and I am your Edward Jones financial advisor. I enjoy every aspect of understanding what is important to you, following our established process to help you reach your goals and partnering with you through completion of those goals.

Personally, I am a husband of 20-plus years to my beautiful bride and have two wonderful daughters. We enjoy travelling as a family, mostly to dance competitions right now, and being involved in our church. My family is the inspiration to provide the best possible service to this community because I could not do that without their support.

My branch office administrator, Julie, and I are currently looking to provide the best service in the area to three groups of people:

1) Anyone who is looking to save for the future:
- For you, our plan is to educate you on your options and find
appropriate solutions.

2) Soon to be and recent retirees:
- For you, our plan is to provide a smooth transition from getting
paid to paying yourself.

3) Anyone looking to build their wealth to pass on to the next
generations:
- For you, our plan is to explore various insurance and estate considerations to help meet these needs.

Stop in and see Julie or call (920) 834-0300 today to set up a time to talk about how the Edward Jones investing experience can work for you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Wealth Strategies

My Personal Interests

  • Football
  • Golfing
  • Movies & Entertainment
  • Volleyball
  • Traveling

Office Information

Mailing Address

P O Box 301 Oconto, WI 54153

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Request an Appointment

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