Matt Surrency, Financial Advisor located in Alachua, FL

Financial Advisor
Matt Surrency

CFP®, SE-AWMA®
13100 Tech City Circle 300, Alachua, FL 32615opens in a new window
Client by Referral
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Professional Athletes
  • Divorce Finances
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • SE-AWMA®

    Sports and Entertainment Accredited Wealth Management Advisor™

Personal Interests

  • Spending Time with Family
  • Baseball
  • Coaching Sports
  • Community Outreach
  • Fishing

Team Members

  • Kirby Levy
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

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 Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(386) 462-0417

Fax

(866) 444-0141

Office Address

13100 Tech City Circle 300
Alachua, FL 32615opens in a new window

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