Matthew Dial Email & Phone Number

As an advisor, my goal is to build a long and trusting relationship with you and your family. It is my job to design and produce customized plans for each of my clients. By understanding the needs, wants, and goals I can create a road map for not only retirement, but also the financial security of future generations to come. This is made possible by many resources including the planning team and multiple investment professionals which will be with you every step of the way. Securities and Advisory Services offered through Benjamin F. Edwards & Co., member FINRA and SIPC. Investing involves risk including the potential loss of principle. No investment strategy, including asset allocation and diversification, can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Benjamin F. Edwards & Co. does not provide legal or tax advice, therefore it is also important to consult with your legal and tax professionals for additional guidance tailored to your specific situation. Please click on the "Contact info" tab above to access the link to the Benjamin F. Edwards & Co. website for more information about the Firm and other Important Disclosures. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Such comments should not be considered an endorsement or testimonial.

Listed skills include Finance, Marketing, Microsoft Word, Microsoft Excel, and 1 others.