Edward Jones - Financial Advisor: Katie Cimonetti

Our company is based on the principle of understanding your current business and personal financial planning needs.

David Matuszak, CFP, is a seasoned financial advisory firm based in Orland Park, IL, dedicated to simplifying the financial complexities of life through personalized planning and a fiduciary standard of care. Since 1977, they have been helping clients navigate financial transitions and achieve financial independence by providing comprehensive, ethical advice tailored to individual circumstances. The firm prides itself on its team of experts, all of whom hold the prestigious CFP designation and are committed to ongoing education in financial best practices. By offering a customized approach to financial planning, David Matuszak, CFP, ensures that clients receive guidance free from hidden agendas, focusing on actions that add tangible value to their financial experience. Generated from the website