Tim Matthew Email & Phone Number

Partner @ Mosaic Wealth Consulting

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Tim Matthew Location

Morgantown, WV, US

Tim Matthew Work

2001 - now Partner @ Mosaic Wealth Consulting
2001 - now Financial Planner @ Lincoln Financial Group
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2001 - 2024 Partner @ FamilyWealth Management Group, LLC.

2001 - 2015 Financial Planner @ Lincoln Financial Group
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1995 - 2000 President @ JT&T Corporation

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Tim Matthew Education

Boston Institute of Finance
Chartered Retirement Plans Specialist (Retirement Plans)
2006 - 2006
Fairmont State University
(Finance)
1992 - 1996
Morgantown High School
1989 - 1992

Tim Matthew Skills

401(k) Retirement Savings Plans
Retirement Planning
Retirement Plan Consulting

Wealth Management Services
Succession Planning
Employee Benefits
Retirement
Financial Planning
401k
Pensions

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Tim Matthew Summary

Tim Matthew, based in Morgantown, WV, US, is currently a Partner at Mosaic Wealth Consulting. Tim Matthew brings experience from previous roles at Osaic FA, FamilyWealth Management Group, LLC., Lincoln Financial Advisors and JT&T Corporation. Tim Matthew holds a 2006 - 2006 Chartered Retirement Plans Specialist in Retirement Plans @ Boston Institute of Finance. With a robust skill set that includes 401(k) Retirement Savings Plans, Retirement Planning, Retirement Plan Consulting, Wealth Management Services, Succession Planning and more. Tim Matthew has 1 emails and 1 mobile phone numbers on RocketReach.

Tim Matthew Emails

Found 1 emails

@mosaicwealthconsulting.com

Tim Matthew Phone Numbers

Found 4 phone numbers

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Top Mosaic Wealth Consulting Employees

Tim Matthew

Partner at Mosaic Wealth Consulting

Morgantown, WV, US
1
- mosaicwealthconsulting.com
4
- +1 304-319-XXXX
- +1 724-743-XXXX
- +1 304-292-XXXX
- +1 304-864-XXXX
Donald McDade

Private Wealth Advisor at Mosaic Wealth Consulting

Pittsburgh, PA, US
1
- mosaicwealthconsulting.com
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- +1 609-581-XXXX
- +1 704-543-XXXX
- +1 724-904-XXXX
- +1 609-954-XXXX
- +1 724-743-XXXX
- +1 484-583-XXXX
Sarah

Financial Services and Insurance Specialist at Mosaic Wealth Consulting

Indiana, PA, US
2
- yahoo.com
- hotmail.com
2
- +1 724-549-XXXX
- +1 814-749-XXXX

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