Julie Matthews, CFP®, ChFC®, RICP® - Wilmington Advisors @ M&T

Wilmington Advisors at M&T Bank in Red Lion, PA is a trusted financial institution offering a wide range of personal, business, and commercial banking services. With a team of experienced financial advisors, they provide expert guidance and investment analysis to help individuals and businesses achieve their financial goals. Whether it's managing cash flow, obtaining loans, or planning for retirement, Wilmington Advisors is dedicated to providing personalized solutions tailored to each client's unique needs. As a registered investment advisor, Wilmington Advisors adhere to the fiduciary responsibility of acting in their clients' best interests. They offer comprehensive planning services and can assist with short- and long-term financial goals, such as purchasing a home, funding education, and building a retirement nest egg. With a commitment to cybersecurity and financial education, Wilmington Advisors at M&T Bank is a reliable partner for individuals and businesses seeking sound financial advice and services.Generated from the website

Susan understands that your financial situation is unique, which is why she’ll work with you to build a personalized plan that puts your most important goals front and center. She can assist you with comprehensive investment and insurance planning, including retirement planning, education planning, and legacy planning.

Jeff believes in careful listening and a goal-based approach to your financial growth. With more than two decades of experience in investments, insurance, and retirement planning, he’s proficient in using customized tools to analyze your investments and aspirations and develop a path to success.