Matt Frey has been providing financial planning services since 2002. He is a licensed Registered Representative and Certified Financial Planner - CFP with Money Concepts in Louisville, Kentucky. Matt works with families to help them make sound financial decisions in many areas including Retirement Planning, Estate Planning, Investment Management, and Tax Planning. Matt works with his clients to build a relationship that will last throughout a client's life. He becomes a devoted advisor for his clients with the many financial decisions that occur throughout a lifetime, from purchasing a car, financing a mortgage, college funding, through retirement and beyond.
Matthew Frey CFP is licensed to sell and/or discuss Securities Products only to residents of the states listed: AR, CO, FL, GA, IN, KY, MI, MO, NC, NY, OH, SC, VA, WA
Matthew Frey CFP is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: KY
Matthew Frey CFP is licensed to sell and/or discuss Insurance Products only to residents of the states listed: FL, GA, IN, KY, MI