The Team

Great Point Financial Management

Our Advisors

Matthew Udal

Matthew Udal

Financial Advisor

More about me...

Top Areas of Focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Education

Bachelor of Science, Accounting, University of Connecticut, Storrs, Connecticut
CA Insurance #0G81439

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Our Staff

Rose Wiknik

Rose Wiknik

Administrative Assistant