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Matthew Dollar, Financial Advisor

FINANCIAL ADVISOR
Matthew S Dollar

CFP®, CEPA®, AAMS™
801 Washington Ave Suite 601, Waco, TX 76701opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Charitable Giving
  • Sustainable investing
  • Estate & Legacy Strategies

About Matthew

I believe that sound advice starts with what is most important to you before I advise you on investing any money. Working with you and your CPA and/or other professionals, if needed, I can help determine the most appropriate financial strategy for you and your family, giving you more options in how to meet your goals now and in retirement.

To help serve my clients, I earned the AAMS™ and CEPA® designations and the CFP® certification. These designations and certification increased my knowledge in various areas like investment strategies, risk, return, and investment performance, tax-sensitive investment strategies
estate considerations, education planning, insurance...

Work History

  • Edward JonesMay 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Sam Houston State UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Woodworking
  • Hiking

Team Members

  • Brittany Ochoa
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(254) 799-1206

Fax

(888) 618-1625

Office Address

801 Washington Ave Suite 601
Waco, TX 76701opens in a new window

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