I am Series 7 and 66 registered and insurance licensed. I am prepared to provide financial, insurance and education savings strategies to long-term investors.
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 keep them on track throughout their lives. For more information, please call to schedule an appointment.
Focus areas
- Business Retirement Plans
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- College Savings
Focus Areas
- Business Retirement Plans
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- College Savings
Office Information
Phone Number
Matthew K Loveless at (234) 217-9061Branch Team
- Brett Weeter
- Branch Office Administrator
- Will Kurtz
- Registered Branch Associate
Branch Team
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Monday | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Tuesday | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Wednesday | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Thursday | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Friday | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Saturday | By Appointment Only |
| Sun | Closed |
| Sunday | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Monday | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Tuesday | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Wednesday | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Thursday | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Friday | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Saturday | By Appointment Only |
| Sun | Closed |
| Sunday | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
Branch Team
- Brett Weeter
- Branch Office Administrator
- Will Kurtz
- Registered Branch Associate
Branch Team
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