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

Services Offered

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

About

Matthew Simon is a Certified Financial Planner (CFP®) and financial advisor based in Forest Grove, Oregon. He provides personalized financial planning and investment guidance to clients in the local community. Matthew specializes in retirement planning, education savings strategies, and tax-smart investing. His approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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