Matthew Greer (CFP®, MS)

Matthew Greer focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

March 14, 2022

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This Office

2501 N Harwood St Ste 2420 Dallas, TX 75201-1607 Phone: (214) 865-7616