Matthew E. Greene, CLU®, ChFC®, CFP®

Wealth Management Advisor

Our practice offers an intensely personal planning approach that moves through objective listening to alternatives, guidance and execution.

From infancy to legacy planning, and all of life's stages in between. Together, we build the action plan for minor and major life decisions, with the confidence that you will reach one goal without sacrificing another.

This approach, combined with best of breed insurance and investment platforms, is the difference between a dream and a plan.

"It's certainly reassuring that Matt and his Team have the expertise to cover all of our personal and business financial needs.  His ability to look at the big picture and offer both myself and my companies the right products has been spot on.  Every person's needs are different, but he has the right products to meet my goals, while concurrently bearing in mind the appropriate risk tolerance for me.  He has been able to offer a personal solution that always feels appropriate.  His deep understanding of a wide breadth of products is unusual and obvious.  Even on the investment side, his team has taken the time to not only understand our goals but, better yet, he has offered advice that meets or exceeds our performance expectations.

While all of these items are important, the most impressive part of our business relationship is that it hasn't ended with "the sale".  Matt's team is regularly assessing our needs and while some stay the same, others do change.  He is consistently doing a deep dive into our changing needs and always offers the solutions to meet those needs.  For me, it is about the follow-up, and in my 30-year career nobody does it as well or more consistently than Matt Greene and his team." - Carmen Ciardiello, Vice President, Engineering Specialties, Inc. 

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

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Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck