
Matthew Bruggeremail
2 Bala Plaza Suite 901
Bala Cynwyd, PA 19004
Professional Story
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Languages:
- English
Specialties:
- Insurance Strategies
- College Funding Strategies
- Retirement Income Planning
- Business Succession Planning
- Group Benefits
- Charitable Giving
- Risk Management Strategies
- Estate Planning