Matthew R. Hefley,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew R. Hefley, CFP®

CPA, PFS

President

Hefley & Associates, P.C.

204 SE 3rd St, PO Box 697
Fairfield, IL 62837
FINANCIAL ADVISOR'S WEBSITE
(618) 842-2902

General

Matthew Hefley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Hefley & Associates, P.C. in Fairfield, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

H.D. Vest Financial Services

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Corporate Finance, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Sudden Wealth, Personal Taxes

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