Matt Simard - Financial Advisor, Ameriprise Financial Services, LLC
2 Great Falls Plaza, Auburn, ME 04210
Location & Phone number
2 Great Falls Plaza ste 6b-4, Auburn, ME 04210, United States
About the Business
Matt Simard - Financial Advisor at Ameriprise Financial Services, LLC, located at 2 Great Falls Plaza in Auburn, Maine, United States. Matt Simard holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Matt Simard is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, Matt Simard is committed to helping clients achieve their financial goals.
Photos
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Matt and team have guided us over many years to increase our portfolio through stable and volatile times. Matt and team keep in constant contact via phone, facetime or in person visits. They help us understand the market and make suggestions as needed. We highly recommend this team for your investment needs."
"Matt is a trustworthy planner who strives to help his clients find the best strategy to serve their financial needs. He is not one to recommend a product that earns him the highest commission, but rather, the one that suits your needs."
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