After 20 years in teaching, I transitioned to Edward Jones five years ago with the objective of using my skills to help investors meet their financial goals. I am Series 7 and 66 registered and hold an insurance license to provide strategies for your insurance needs and education savings programs.
I work with investors to create a financial strategy that is customized and tailored to each individual's unique goals and circumstances. I use an established process to progress toward goals and I work closely with clients to help them on track throughout their lives. For more information, please call to schedule an appointment.
- Business Retirement Plans
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- College Savings
Phone NumberMatthew K Loveless at (234) 217-9061
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