Your Advisor Matthew Matcovsky

Experience and Trust

For over twenty years I have been proud to advise multiple generations of clients, watching their families grow along with my own. As our family of clients' needs have grown, I have been pleased to be able to expand our services to help achieve their needs, objectives, and goals.

Having been a Financial Advisor through several turbulent market cycles, experience has taught me the importance of choosing trustworthy investment and insurance companies, while avoiding those which are likely too good be true.

I am proud to have been honored for numerous years since 2003 with the prestigious award of a top advisor of Cadaret, Grant & Co., Inc., the independent broker/dealer I partner with.

While advising clients since 1990, the equity, income, and insurance environments have changed in dramatic ways. In order to give the best advice possible I have attained licensing in Life, Annuities, and Health Insurance, General Securities Representative (Series 7), and Uniform Investment Advisor Law Exam (Series 65). Additionally I attend continuing education in order to keep up with the latest information in strategies related to tax, estate, eldercare, college savings, retirement, alternative and traditional investing, and other planning.