Money Matters

Money Matters (CRD# 122447) is a financial advisory firm headquartered in Avon, CT. They manage $66,003,000 in 163 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Money Matters
Showing 1 - 1 of 1 top financial advisors.
Marilyn S. Steinmetz
CRD#: 1112449
30 Tower Lane, Avon, CT 06001

Marilyn Steinmetz (CRD# 1112449) is an Investment Advisor Representative working at Money Matters in Avon, CT and has over 25 years of experience in the finance industry. Marilyn Steinmetz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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