Matthew Hatfield, Financial Advisor located in Heath, OH

Financial Advisor
Matthew W Hatfield

CFP®, CEPA®, AAMS®
987 Professional Pkwy Ste A, Heath, OH 43056opens in a new window
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Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Hunting
  • Golfing

Team Members

  • Dannette Bartlett
    Sr. Branch Office Administrator
  • Laura Reimer
    Sr. Branch Office Administrator

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 - 04:00PM
Sat Closed
Sun Closed

Phone

(740) 349-9191

Fax

(877) 479-3321

Office Address

987 Professional Pkwy Ste A
Heath, OH 43056opens in a new window

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