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 301Oconto, WI 54153
Phone Number
Matt Heling at (920) 834-0300- Julie Betters
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
- Julie Betters
- Branch Office Administrator
Branch Team
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