portrait of Matthew Marcotte

About Matthew

All individuals have unique backgrounds, preferences and resources – all of which impact their view of money. I work closely with clients who value advice and who would like an unbiased guide in their corner who will put their best interests first.

We strive to create the ideal client experience by taking the time required to fully understand each investor's individual needs, wants and wishes in order to provide each client with the care and proper investment and savings recommendations given their unique situation.

Whether you are preparing for retirement, paying for education, planning for the unexpected, creating an estate or...

Focus Areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • College Savings
  • Charitable Giving
  • Intergenerational Planning

Work History

  • North Central CollegeAugust 2022 to Current
  • Edward JonesJune 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CIMA®

    Certified Investment Management Analyst®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • North Central CollegeBachelors

Personal Interests

  • Woodworking
  • Coaching Sports
  • Cooking
  • Hiking
  • Gardening

Team Members

  • Staci Bodtke
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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