Edward Jones - Financial Advisor: Matthew T Leppek

Services Offered

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

About

Matthew Leppek is a financial advisor based in Bay City, Michigan, affiliated with Edward Jones. He specializes in retirement planning, education savings strategies, and tax-smart investing. Matthew believes in the importance of face-to-face conversations to understand his clients' financial goals. He provides personalized financial guidance to individuals and families looking to build long-term wealth and prepare for significant life events.

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