Our Qualifications

Joe Matusz, owner of of GOLDEN TRIANGLE FINANCIAL SERVICES, has been helping clients achieve their Financial and Retirement goals since 1987.

He is a gradurate of Indiana University of Pennsylvania and attained the Executive Certificate of Financial Planning from Duquesne University. 

He can offer a variety of Insurance and Investment products having obatained various insurance licenses along with his Series 6, 63, & 7 & 65 licenses.

Also, he is a 2022 MDRT (Million Dollar Round Table) Top of the Table Qualifier.

IAR - Investment Advisory Representative

 

I AM LOOKING FORWARD TO TO USING MY EXPERTISE TO HELP YOU WITH YOUR FINANCIAL SITUATION.