CONNECT

Address:

500 Post Road East 1st Floor
Westport, CT 06880

Phone:

203-291-4770

Matthew J. Robey

Matthew J. Robey

ChFC

I graduated from The University of Connecticut in 1984 with a BA in Risk & Insurance.  After spending the summer studying for my insurance and investment licenses, I joined MONY in September of 1984.  In 2004, AXA purchased MONY and therefore I became an AXA Advisors, LLC financial consultant.

Clients value my 30+ years of insurance and investment experience:  I have seen many market and economic cycles, worked with their peer group on similar issues, and have seen investment fads come and go.  My stability in being with one firm and longevity in the business brings a sense of comfort and security to my clients.

My 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 I provide  ---  that's why 90% of my new business is referred to me from satisfied clients.

 

 

 

California Insurance License #: OE76372


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (203) 291-4783
Fax (203) 291-4799
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck