Matthew A. Kotulaemail
Professional Story
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
Education
Ramapo College (2001-2005), American College of Financial Services (2016-2019)
Hobbies
Family, Traveling, Reading, Hiking & Biking, Playing Baseball & Golf
Languages: English
Credentials: CFP®
Specialties:Insurance Strategies, Investment Strategies, Retirement Income Planning, Retirement Strategies, Risk Management Strategies, Estate Planning, Business Owners, Financial Education, Business Succession Planning, Group Benefits
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