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Question |
Contact |
Phone Number |
| I need to schedule, change, or cancel an appointment, or have a question about billing. |
Donna |
704-940-4296
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I have a question about my account, trades, or need cash. |
Julie |
704-940-4293 jduke@matrixwealth.com |
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I have a question about my portfolio's allocation, managers, or performance. |
Kim |
704-940-4287 kwilhelm@matrixwealth.com |
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I have an investment question that requires research. |
Lucy |
704-940-4295 lgoins@matrixwealth.com |
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I have a question about my ability to retire, insurance, estate, employee benefits, a major purchase, amount I should save, or debt. |
Jonie |
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I have a question about trust services or Jonie is not available. |
Janice |
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I would like to refer a friend or colleague to Matrix. |
Giles |
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