Matthew Klein
Fiduciary Financial Advisor - New York Office
“Making critical decisions about your investments and other resources conjures up fear, fear that is part of the process of becoming a financial success." - Thomas J. Stanley
Matthew is a financial advisor who specializes in retirement planning, annuities, life insurance and Medicare. After starting his career as a proprietary trader, he made the decision to focus his efforts on helping the growing number of people who need assistance transitioning into retirement.
He regularly hosts educational workshops with the goal of providing insightful investment, insurance and tax reducing strategies. Matthew is extremely enthusiastic about his work.
Contact:
405 RXR Plaza Suite 405
Uniondale, NY 11556
516-874-5030