Investment Advisor Representative
Matt became an investment advisor with Primerica Advisors in 2012 & has served in the areas of practice development, management, and marketing. Matt joined PFS Investments not only to build a practice of his own, but to help other advisors achieve their goals as well.
Today he serves individual clients as an Investment Adviser Representative holding active Series 65,6,63,26 licenses. He enjoys building relationships by educating people about managed money. He is passionate about helping other people.
Would be happy to speak with you. What is the best time for you and best phone #? Thank you!
If it is important to be readily accessible, how much of this or what percentage is the $200,000 of everything you have? That can impact where the appropriate place is to guide you. If being accessible is important and it was my own money, I would stay away from high surrender period charges. Are you ok with keeping the adviser regularly updated on any changes to your situation? Thank you for your question.
Would be happy to speak with you at your convenience. What is the best time & phone # to speak with you. Thank you!
Would be happy to speak with you at your convenience. What is the best time & phone # for you? Thank you!
Would be happy to speak with you. What is the best time for you? Thank you!