Jonathan Matrullo
Financial Advisor at Baystate Financial
- Role
- Financial Advisor at Baystate Financial
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
About Jonathan Matrullo
Knowledge is the key to a successful financial future. My background, experience and…
Experience
Financial Advisor
Nov 2015 — Present · Providence, RI, US
WEALTH MATTERS Baystate Financial is a financial services firm that provides guidance on and implementation of group, executive benefits and corporate sponsored retirement plans; life, disability Income and long-term care insurance; and strategies for estate and charitable planning.Baystate Financial has built a reputation for helping its clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth means to them; leverage with regard to the ways they integrate and coordinate their assets and income to build, protect and distribute wealth in an efficient and effective manner; and knowing they have made informed and appropriate decisions that make sense of the complex financial lives they tend to lead.
Skills
- Life Insurance
- Finance
- Investments
- Disability Insurance
- Pensions
- Retirement Planning
- Series 63
- Series 65
- 401k
- Retirement
- Estate Conservation Strategies
- Asset Allocation
- Mutual Funds
- Financial Services
- Iras
- Fixed Annuities
- Series 6
- Insurance
- Long-Term Care
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