Matthew Dollar, Financial Advisor located in Waco, TX

Financial Advisor
Matthew S Dollar

CFP®, CEPA®, AAMS®
900 Washington Ave, Suite 606, Waco, TX 76701opens in a new window
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Focus Areas

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

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Woodworking
  • Hiking

Team Members

  • Brittany Ochoa
    Sr. Branch Office Administrator
    FPQP®

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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

900 Washington Ave
Suite 606
Waco, TX 76701opens in a new window

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