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portrait of Matthew P McCartney
FINANCIAL ADVISOR

Matthew P McCartney

CFP®, AAMS™
1071 Pray Boulevard, Waterville, OH 43566opens in a new window
CallSend Me a Message

About Matthew

We are here to help; how can we be of service to you? Are you on track for the retirement you desire or in retirement and concerned about your financial future? Would you like to help your children or grandchildren prepare financially, especially for college? Are you concerned about protecting your loved ones and your financial strategy if something unforeseen should happen to you?

As a financial advisor, I can help determine the most appropriate financial strategy for you and your family. I am passionate about helping individuals and families be the best stewards of their finances to help prepare for...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Sustainable investing
  • College Savings
  • Business Retirement Plans
  • Estate & Legacy Strategies

Work History

  • Edward JonesAugust 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Augustine InstituteMaster of Arts
  • Ohio University-AthensBachelors

Personal Interests

  • Spending Time with Family
  • Camping
  • Golfing
  • Traveling

Team Members

  • Jennifer Scott
    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 - 04:00PM
Sat Closed
Sun Closed

Phone

(419) 878-6300

Fax

(888) 234-2772

Office Address

1071 Pray Boulevard
Waterville, OH 43566opens in a new window

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