portrait of Matthew S Dollar
FINANCIAL ADVISOR

Matthew S Dollar

CFP®, CEPA®, AAMS™
801 Washington Ave Suite 601, Waco, TX 76701opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Charitable Giving
  • Sustainable investing
  • Estate & Legacy Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Woodworking
  • Sports Enthusiast

Team Members

  • LeeAnne Ostrander
    Sr. Branch Office Administrator
    FPQP®
  • Brittany Ochoa
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(254) 799-1206

Fax

(888) 618-1625

Office Address

801 Washington Ave Suite 601
Waco, TX 76701opens in a new window

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