https://www.theconnecticutgroup.com/
Matt graduated from The University of Connecticut in 1984 with a BA in Risk & Insurance. After spending the summer studying for his insurance and investment licenses, he joined MONY in September of 1984. In 2004, Equitable purchased MONY and therefore he became an Equitable Advisors Financial Consultant.
Clients value his36+ years of insurance and investment experience: He has seen many market and economic cycles, worked with their peer group on similar issues, and have seen investment fads come and go. His stability in being with one firm and longevity in the business brings a sense of comfort and security to his clients.
His area of expertise is with pre and post retirement planning: helping people understand what they can do with what they have, and how to best manage their assets to achieve their goals. Part of the process is numbers and projections; the other part is understanding client risk tolerance, income needs and aspirations. Putting these together in an easy to understand format is the value-added service he provides --- that's why 90% of his new business is referred to him from satisfied clients.
The Connecticut Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.