Matt Presser has been with Equitable Advisors since 2006. Matt and his team are a part of the Retirement Benefits Group (RBG), a specialized division of Equitable Advisors. The RBG works with local nonprofit and public school employees to help them build strategies to meet their financial goals throughout their employment and retirement years.
Matt educates clients to proactively address their financial needs for retirement utilizing asset accumulation and risk management strategies.
Education:
- Bachelors of Science in Finance & Hospitality Administration at Florida State University
Accreditation and Professional Credentials:
- Financial Industry Regulatory Authority (FINRA) registrations series 7 and 66
- Life, Health, and Variable Annuity Insurance License: Florida
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).
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.