Matthew E. Greene, CLU®, ChFC®, CFP®
Wealth Management Advisor


Sound Financial Strategies

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. 


Our team is award winning

Matthew Greene has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

Forbes Top Financial Security Professionals 2021

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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.