Edward Jones - Financial Advisor: Matt Ellis

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

My team and myself are dedicated to providing the highest level of personal service possible. We help you manage the risks of everyday life, recover from the unexpected and realize your dreams.

At Summit Credit Union, we’re all about helping you turn wishing, waiting and wondering into planning, doing and experiencing. We offer the basic products you want, like checking and savings accounts, credit cards and home loans.