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New Milford Financial Planning Matson Financial Advisors, Inc. Wayne Locke

New Milford Financial Planning
Matson Financial Advisors, Inc.

4 Mountain View Terrace Suite 104 at East Ridge
Danbury, CT 06810
 Wayne Locke
Phone: (203) 743-0131
FAX: (203) 743-4086
wayne@matsonfinancial.com
www.matsonfinancialadvisors.com

Quality Professional Financial Services

Financial Planner, with over 23 years experience dedicated to helping clients reach their financial goals. Fee based financial advice.

Retirement Planning

Asset Allocation
Investment Management
Distribution Planning

Business Planning

Tax Qualified Plans (401K, Profit Sharing)
Succession Planning
Executive Bonus Plans

Registered Representative of Walnut Street Securities Inc. Member FINRA/ SIPC.
Investment advisory services and financial planning offered through investment advisor representatives and financial planners of Matson Financial Advisors, Inc., a registered investment advisor. Matson Financial Advisors Inc. and Walnut Street Securities Inc. are nonaffiliated entities. 103 Newtown Road, Suite 1A, Danbury, CT 06810
Approval L0710118897[exp0911][CT]


 

 

 

 

 


 

The Greater New Milford Chamber of Commerce
11 Railroad Street, New Milford, CT 06776
Tel. (860) 354-6080 ~ Fax. (860) 354-8526
nmcc@newmilford-chamber.com
 

 

NEW MILFORD Financial Planning Matson Financial Advisors, Inc. Wayne Locke