Edward Jones - Financial Advisor: Matt Surrency, CFP®|SE-AWMA®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investing

About

Matt Surrency is a Certified Financial Planner (CFP®) and financial advisor based in Alachua, Florida. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-efficient investing. Matt focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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