Matthew Hecker

AIF®
  • Financial Planner
  • Investment Advisor Representative

AR Insurance License # 18603880
CA Insurance License # 0N01243

As a Financial Planner, Matthew services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Matthew can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

“Throughout our relationship, I will provide the service and support you need to have confidence in the steps you have taken to achieve the financial future you want.”

Qualifications
• Working in the financial services industry since 2017
• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 6, 7, 65 and 63 Securities Registrations
• Graduated from Central Connecticut State University with a Bachelor’s degree in Finance

Personal
• Currently resides in Milford, CT with his wife Liv and son Griffin along with their cats; TonyStark and Grandma as well as their dog, Roman
• In his free time, Matthew enjoys watching sports. He also believes physical health and wellness is just as important as financial wellness and makes fitness part of his regular routine

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.

Check the background of this investment professional on FINRA’s BrokerCheck

 

Americans In The Workplace Study

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