Matthew McCartney, Financial Advisor located in Waterville, OH

Financial Advisor
Matthew McCartney

CFP®, AAMS®
1071 Pray Boulevard, Waterville, OH 43566opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Sustainable Investing
  • College Savings
  • Business Retirement Plans
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Camping
  • Golfing
  • Traveling

Team Members

  • Jennifer Scott
    Sr. Branch Office Administrator
  • Angelique Dominique
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

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

Phone

(419) 878-6300

Fax

(888) 234-2772

Office Address

1071 Pray Boulevard
Waterville, OH 43566opens in a new window

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