Matthew L.

Matthew L. Email and Phone Number

Financial Planner at Layline Advisors, LLC @ Layline Advisors, LLC
rochester, new york, united states
Matthew L.'s Location
Rochester, New York, United States, United States
About Matthew L.

Matthew L. is a Financial Planner at Layline Advisors, LLC at Layline Advisors, LLC. He is proficient in Spanish.

Matthew L.'s Current Company Details
Layline Advisors, LLC

Layline Advisors, Llc

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Financial Planner at Layline Advisors, LLC
rochester, new york, united states
Website:
laylineadvisors.com
Employees:
2
Matthew L. Work Experience Details
  • Layline Advisors, Llc
    Financial Planner
    Layline Advisors, Llc Jun 2021 - Present
    Rochester, New York, United States
    Fee-only, independent fiduciary. We provide comprehensive financial planning and investment management.
    View
  • Prudential Financial
    Financial Planner
    Prudential Financial Mar 2019 - Jun 2021
    Rochester, New York Area
    Work with clients to analyze their financial situation to provide holistic planning help them achieve their goalsPartner with clients to address the areas of retirement planning, investment management, cash management & liabilities, protection, and tax and estate planning
    View
  • Xceed Engineering
    Database Administrator
    Xceed Engineering Jan 2018 - Apr 2018
    Rochester, Ny
    Reviewed nuclear power compliance reports; determined relevant components and transcribed into a database Improved, updated, managed coding and database format to optimize organization and ease of use (C++ language)
    View

Matthew L. Education Details

Frequently Asked Questions about Matthew L.

What company does Matthew L. work for?

Matthew L. works for Layline Advisors, Llc

What is Matthew L.'s role at the current company?

Matthew L.'s current role is Financial Planner at Layline Advisors, LLC.

What schools did Matthew L. attend?

Matthew L. attended State University Of New York College At Geneseo, University Of Groningen.

Who are Matthew L.'s colleagues?

Matthew L.'s colleagues are Mark Wyand, Cfa.

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