Matt Appel
Retirement Planning SpecialistMatt’s mission is to help business owners and families achieve financial success through prudent risk management and comprehensive wealth management.
Matt has been a leader in the financial services industry for over 25 years with a background in insurance and investment planning, commercial banking and tax planning strategies. He has earned numerous industry honors including membership in the Million Dollar Round Table which honors the top 5% of financial advisors.
Matt is a graduate of Rowan University and completed the Stonier Graduate School of Banking at the University of Delaware and holds a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania. His FINRA registrations include Series 7, 24 and 66, and he holds various state life and health insurance licenses.
Matt is also actively involved in the community by serving with the Monmouth-Ocean Development Council and the Wall Business and Finance Academy.
Matt lives in Wall Township, NJ with his wife Kerry and their 4 children.
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.