Matthew Hoekzema, Financial Advisor located in Milford, OH

Financial Advisor
Matthew T Hoekzema

CEPA®, AAMS®
790 Lila Ave, Milford, OH 45150opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Employee Stock Options
  • Charitable Giving

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Active Lifestyle
  • Outdoor Enthusiast
  • Personal Fitness
  • Home Improvement
  • Golfing

Team Members

  • Julie Ziegler
    Sr. Branch Office Administrator
  • Jessica Schulte
    Branch Office Administrator
  • Daniel Smilek
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(513) 831-4323

Fax

(888) 483-2303

Office Address

790 Lila Ave
Milford, OH 45150opens in a new window

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