Eureka Wealth Management
(3 Reviews)
Most people unwittingly leave more money to the IRS than necessary. We can discuss strategies that include tax mitigation strategies, charitable giving, and beneficiary planning. I will also connect you with the right attorney to draft your estate documents.
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In Business Since 2017
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Sentiment Analysis
Matthew answered all my questions and also answered questions I didn't know I had.
Matthew gives the personal professional attention everyone would want from a financial adviser.
He is very present, bright and understanding as together we determine financial goals and what investments work best for me and my family.
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