Matt Peterson Email Address

Registered Representative

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'Financial Management is not a single event, but a process that evolves over many years. My vision is to work with my clients throughout their lifetime helping them face any financial challenge that arises.' After joining the financial services industry in 2002, Matt decided to establish StoneCreek Financial. He is licensed and registered to provide both investment and insurance products and services to his clients, and holds a B.S. degree in business administration. His passion is in investments and wealth management after clients complete a comprehensive financial plan. His passion is working with farmers as he grew up on a large dairy farm in northwest Wisconsin. He is an avid golfer and enjoys traveling and the outdoors. Matt focuses on four areas of clientele: Business Owners, Executives, Retirees/Pre-Retirees, and Farmers. More specifically helping his clients in the areas of:*Business Transition and Succession Planning*Retirement Income Planning*Wealth Management*Estate Planning*Executive Benefits*Key Employee RetentionI will work with you and your tax and legal advisers to help you select the most appropriate product strategies to suit your specific needs and circumstances. - Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Stonecreek Financial are separate entities from LPL Financial. - For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. - Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.