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, 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 economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video. The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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