Edward Jones - Financial Advisor: Matt Yancey, CFP®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Matt Yancey is a Certified Financial Planner (CFP®) and financial advisor based in Sacramento, California. He provides personalized financial planning and investment guidance to clients in the area. His services include retirement planning, education savings strategies, and tax-efficient investment management. Matt is dedicated to helping individuals and families achieve their financial goals through face-to-face consultations.

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