DocSpot Financial, Matthew Jarrell, AIF, CFS

DocSpot Financial, led by Matthew Jarrell, AIF, CFS, is a finance institution located at 7900 Kirkland Court in Portage, Michigan, United States. Specializing in online investment management, our expertise and convenient services are designed to help you grow your future. As part of our Residency Transition platform, we offer individual and employer accounts, catering to the financial needs of medical professionals.

Matthew Jarrell established this institution to provide medical professionals with a better understanding of financial concepts such as insurance, investing, retirement planning, estate planning, and wealth preservation. Our team of skilled professionals is dedicated to helping you pursue your financial goals and achieve financial wellness.

We are proud to be a part of the Dave Ramsey Smartvestor program, serving the Greater Kalamazoo/Portage area as a local provider for investors following Dave's principles from Financial Peace University. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC.

For residents of GA, ID, IN, MI, OH, and WA, our LPL Financial Registered Representatives are available to discuss and transact securities business. Contact us to schedule a review of services your practice may be eligible for, and let us help you on your path to financial success.