Julie Matthews, CFP®, ChFC®, RICP® - Wilmington Advisors @ M&T

Services Offered

• financial planning
• investment guidance

About

Julie Matthews is a financial advisor based in Red Lion, Pennsylvania, providing personalized financial planning and investment guidance. As a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®), she specializes in helping clients identify their financial needs and achieve their goals. Julie takes a trust-based approach, ensuring that she listens carefully to her clients' situations. Her services are aimed at individuals and families seeking to navigate their financial journeys effectively.

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