Edward Jones - Financial Advisor: Matthew P McCartney, CFP®|AAMS®

Services Offered

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

About

Matthew McCartney is a Certified Financial Planner (CFP®) and financial advisor based in Waterville, Ohio. He provides personalized financial planning and investment guidance to local clients, focusing on retirement preparation, education savings, and tax-smart investment strategies. As part of Edward Jones, Matthew emphasizes the importance of face-to-face conversations to understand and meet his clients' financial goals. He serves individuals and families looking to build long-term wealth and navigate significant life events.

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