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Wealth Management
Our trusted Financial Advisor, Matt DeWildt, can provide you the guidance you need to plan for the future — and live for today.
Matt DeWildt
Vice President Wealth & Retirement Strategies-Citizens National Bank
Investment Advisor Representative-Infinex Investments, Inc.
CNB Financial Services
231-627-8303
Check the background of this financial professional on the FINRA's BrokerCheck.
Explore some of the services available below — and please reach out to us to learn more.
- Estimating your retirement needs
- IRAs
- Understanding Social Security retirement benefits
- We can help you define an investment strategy
- We can help you reach your retirement goals
- We can help you build, preserve and manage your wealth
- Should you buy life insurance?
- Are you married with spouse who depends on your income?
- Do you own a business?
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. CNB Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.