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. 

 

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