Edward Jones - Financial Advisor: Willie Matis, CFP®|CEPA®

Services Offered

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

About

Willie Matis is a Certified Financial Planner (CFP®) and financial advisor based in Franklin, Indiana, affiliated with Edward Jones. He provides personalized financial planning and investment guidance to clients in the local community. His services include retirement planning, education savings strategies, and tax-efficient investment management. Willie focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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