Broker Check
Matthew  Matcovsky

Matthew Matcovsky

Owner/President

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.

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.