Jonathan Matrullo Email & Phone Number

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs. I’m an established financial professional with more than 17 years of financial services experience. I have an unwavering commitment to my clients and to their sustainable success. At Baystate, I continue to provide a full spectrum of financial services, including retirement planning, estate conservation, protection planning, and business succession, to an established clientele of professionals, entrepreneurs and multi-generational families.By taking a client-centric approach, I always strive to exceed client needs with exceptional focus, in-depth guidance and a commitment to holistic solutions that give my clients and their families a lasting voice. I’ve spent my entire professional career in the financial services business and, as a result, feel I have a true understanding of where the industry has been and what the future holds as the industry continues to evolve. I regularly pursue continuing education and new solution training to stay on the cutting edge of the industry.Jonathan P. Matrullo are registered representatives of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. OSJ 1 Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.I am licensed to sell securities in CA, CT, DE, FL, MA, ME, NC, NH, NV, NY, RI, SC, and TX. I am licensed to sell insurance products in the following jurisdictions: CA, CT, DE, FL, KS, MA, MD, ME, NC, NH, NJ, NV, NY, RI, SC, and TX. CA Insurance License #4034868, domiciled in RI. CRN202708-6901815.

Listed skills include Retirement Planning, Retirement, Series 63, Finance, and 15 others.