Willie Matis, Financial Advisor located in Franklin, IN

Financial Advisor
Willie Matis

CFP®, CEPA®
1025 N Main St, Franklin, IN 46131opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Basketball
  • Football
  • Volunteering

Team Members

  • Marnie Bobo
    Sr. Branch Office Administrator
  • Wendy Sangl
    Sr. Branch Office Administrator

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Office Information

Hours

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

Phone

(317) 560-5623

Fax

(888) 397-8147

Office Address

1025 N Main St
Franklin, IN 46131opens in a new window

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