“Matt has been my financial advisor for the last 7 years. What truly stands out about Matt is his genuine focus on his client’s needs and his personable demeanor. Matt’s professionalism and dedication to prioritizing his clients are the reasons I’ve continued working with him and retained him as my financial advisor, even after relocating to California. I highly recommend Matt Trivett to anyone looking for trustworthy and expert financial guidance. He is the best!”

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This statement is a testimonial by a client of the financial professional as of 12/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.