CONTACT US

Melbourne, FL

Matt Bourlier

CFP®

Associate Wealth Advisor

2000 S Patrick Dr, Suite 6
Indian Harbour Beach, FL 32937

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Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

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Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional