Matt Appel

Matt Appel

Financial Consultant
Retirement Planning Specialist

Visit my web site!

Phone: 732-292-3320
Fax: 732-530-5122
E-mail:
 

Matt’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 Jersey Shore Chamber of Commerce, the Monmouth-Ocean Development Council, and the Jersey Shore Public Relations & Advertising Association.

Matt lives in Wall Township, NJ with his wife Kerry and their 4 children.
 


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.