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Matthew J. Robey ChFC

Matthew J. Robey ChFC

Financial Consultant

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, Equitable purchased MONY and therefore I became an Equitable Advisors financial consultant.

Clients value my 36+ 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 Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable 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.