Edward Jones - Financial Advisor: Matt DiFilippo, ChFC®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Matt DiFilippo is a Chartered Financial Consultant (ChFC®) and financial advisor based in Beavercreek, Ohio. He specializes in providing personalized financial planning and investment guidance to help clients prepare for retirement and save for education. Matt emphasizes the importance of face-to-face conversations to understand each client's unique financial goals. His practice serves individuals and families looking for comprehensive strategies to manage their investments and achieve long-term financial success.

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