Shane Matthews, Financial Advisor located in Greenwood, IN

Financial Advisor
Shane S Matthews

CEPA®, AAMS®, CRPC™
3056 W Stones Crossing Road, Suite B, Greenwood, IN 46143opens in a new window
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • College Savings

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Vintage Cars
  • Farming
  • Outdoor Enthusiast

Team Members

  • Leanne Bowden
    Sr. Branch Office Administrator
  • Terry Locke
    Sr. Branch Office Administrator
  • Autumn Green
    Registered Branch Associate

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(317) 535-0296

Fax

(866) 709-3948

Office Address

3056 W Stones Crossing Road
Suite B
Greenwood, IN 46143opens in a new window

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