Matthew Theis, Financial Advisor

FINANCIAL ADVISOR
Matthew H Theis

66 Main St Suite 2, Saranac Lake, NY 12983opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Insurance & Annuities

Personal Interests

  • Sports Enthusiast
  • Traveling
  • Spending Time with Family
  • News & Media
  • Hockey

Team Members

  • Pamela Jarvis
    Sr. Branch Office Administrator
  • Jessica King
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(518) 891-5863

Fax

(877) 678-1662

Office Address

66 Main St Suite 2
Saranac Lake, NY 12983opens in a new window

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