About Matthew
Matt currently lives in Penfield with his dog, Ghost. Matt’s focus is on individual education and financial planning for all retirement plan participants. Matt is also responsible for employee enrollment, plan sponsor support, and investment analysis & selection. Matt received his bachelor’s degree in Business Administration from Brockport and currently holds the following licenses: Series 7, Series 66, Series 63, and Life, Accident & Health in NY.
Matthew Merola is licensed in FL, HI, MI, NY, NC, OH, PA, VI
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investments Research Advisors, a Registered Investment Adviser. RDG Wealth Management and Cambridge are separate entities, independently owned and operated. Payroll and Benefits services offered through Employee Retention Solutions. Cambridge and Employee Retention Solutions are not affiliated.
