Edward Jones - Financial Advisor: Matt McSwain, CFP®|AAMS®

Services Offered

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

About

Matt McSwain is a Certified Financial Planner (CFP®) and financial advisor based in Bradenton, Florida. He provides personalized financial planning and investment guidance to clients in the local area. Matt specializes in retirement planning, education savings strategies, and tax-efficient investing. Through face-to-face consultations, he helps individuals and families achieve their financial goals and prepare for significant life events.

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