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Top 30 financial advisors of 65 near 12771
Out of 400,000+ nationwide
Ulana E
CFP®, Series 66
Port Jervis, NY
Edward Jones
Matthew P
Series 63, Series 66
Middletown, NY
Fidelity
Matthew Perreault is an Investment Consultant at Fidelity Investments in the Paramus, NJ Investor Center. In this role, he connects with local clients to provide guidance and education about their investments and how those investments integrate into their overall financial picture. He employs an approach centered on understanding each client's full situation to help build customized financial plans aligned with their goals. Matthew has held various positions at Fidelity Investments, progressing from Customer Relationship Advocate in 2021-2022 to his current role as Investment Consultant starting in 2025. His previous roles include Help Desk, Financial Representative, Relationship Manager, and Planning Consultant, reflecting a breadth of experience within the organization. Outside of his professional responsibilities, Matthew's personal interests include hiking, movies, music, outdoor adventures, pets, and soccer.
George S
CFP®, Series 66
Shohola, PA
Edward Jones
Thomas B
Series 65
Middletown, NY
Aviles Capital Management LLC
Martial F
Series 65
Vernon, NJ
The Millstone Evans Group, LLC
Scott G
CFA®, Series 63
Milford, PA
Biondo Investment Advisors LLC
Ariel K
Series 63, Series 65, Series 66
Milford, PA
Biondo Investment Advisors LLC
Nicole D
Series 63, Series 65
Milford, PA
Biondo Investment Advisors LLC
Luke B
Series 65
Milford, PA
Biondo Investment Advisors LLC
Karl W
Series 63, Series 65
Milford, PA
Biondo Investment Advisors LLC
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Finding advisors...
Top 30 financial advisors of 65 near 12771
Out of 400,000+ nationwide