Money Matters Employee Directory

Money Matters coaches have combined financial planning experience of 60+ years. Our desire is to provide balanced financial solutions, one person at a time. Our motto:It's not what you make, but what you keep that counts! After 32 years it remains the driving force of our company. We cut through all of the obstacles when it comes to the financial a... rena and lay out clear concise plans for the accomplishment of YOUR financial goals. We are not looking for customers, just people looking for a relationship with a financial coach! The Money Coach LLC DBA Money Matters of Alabama, Charleston, Tampa and San Antonio are independent firms with Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a registered investment adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity.The representatives associated with this site are registered to conduct business in the following states: AL, AR, AZ, CA, CO, FL, GA, IN, KS, MA, MD, ME, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TN, VA and WI. The opinions voiced in this material and the material itself are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. To Like, Share or Follow this entity's/individual's page or any of the posts on it should in no way be construed as a testimonial or an endorsement of the entity/individual. Third party posts found on this profile do not reflect the views of Summit Brokerage and have not been reviewed by Summit Brokerage as to its accuracy or completeness. The inclusion of a wealth manager in the referenced article is based on the organizations proprietary criteria and may not represent the experience of all participants The rating is not indicative of the wealth manager's future performance.Read More