Matt Lemmond, CFP®

Experience

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  Spectrum Financial Group

  May 2008 - Jul 2023

  Financial Planner

  I can provide comprehensive financial strategies and/or focus on one specific area of need. Along with a team of professionals, I can offer guidance to my clients to help them reach their financial goals. I am a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. (www.sipc.org) Supervisory Office: 13455 Noel Road, 20th Floor Dallas, Tx 75240 972-246-1800. Financial planning services are offered through Spectrum Strategies, LLC, a registered Investment Advisory Firm, and are not offered or sponsored by MML Investors Services, LLC. Spectrum Strategies, LLC is not a subsidiary of or affiliate of MML Investors Services, LLC.Licensing: https://www.spectrumfg.com/licenses Show less

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  Spectrum Wealth Advisors

  Jan 2020 - Jun 2023

  CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

  Spectrum Wealth Advisors is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

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  The Wood Legacy Group, LLC

  Jul 2023 - now

  CERTIFIED FINANCIAL PLANNER™ Professional

  I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.5005 LBJ Freeway Suite 1600Dallas, Tx 75244(972) 774-2464AR Insurance License #8356062Neither Wood Legacy Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Wood Legacy Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Show less