Matthew Crane

Matthew Crane Email and Phone Number

Partner @ Firstrust Financial Resources
Philadelphia, PA, US
Matthew Crane's Location
Greater Philadelphia, United States
Matthew Crane's Contact Details

Matthew Crane personal email

n/a

Matthew Crane phone numbers

About Matthew Crane

Matthew Crane is a Partner at Firstrust Financial Resources. He possess expertise in wealth management, financial planning, long term care, general insurance, strategic financial planning and 14 more skills.

Matthew Crane's Current Company Details
Firstrust Financial Resources

Firstrust Financial Resources

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Partner
Philadelphia, PA, US
Website:
firstrustfinancialresources.com
Employees:
66
Matthew Crane Work Experience Details
  • Firstrust Financial Resources
    Partner
    Firstrust Financial Resources
    Philadelphia, Pa, Us
    View
  • Firstrust Financial Resources
    Executive Vice President
    Firstrust Financial Resources Jan 2016 - Present
    Greater Philadelphia Area
    Matthew has almost 15 years in the financial services profession advising clients on the design and implementation of retirement income strategies, effective portfolio construction, and risk mitigation strategies. He has built a client-centric practice focused on helping individuals, families, and entrepreneurs achieve their financial goals through a comprehensive planning process. Also, as part of the leadership team at FFR, Matt is focused on the growth and development of the firm’s advisor… Show more Matthew has almost 15 years in the financial services profession advising clients on the design and implementation of retirement income strategies, effective portfolio construction, and risk mitigation strategies. He has built a client-centric practice focused on helping individuals, families, and entrepreneurs achieve their financial goals through a comprehensive planning process. Also, as part of the leadership team at FFR, Matt is focused on the growth and development of the firm’s advisor base.Matt graduated from Saint Joseph’s University with a Bachelor of Science degree in Finance and has also received his Retirement Planning Specialist certification from The Wharton School of the University of Pennsylvania. Show less
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  • Equitable Advisors, Llc
    Regional Vice President
    Equitable Advisors, Llc Jan 2020 - Present
    Philadelphia, Pa
  • Axa Advisors, Llc
    Divisional Vice President
    Axa Advisors, Llc Jul 2016 - Jan 2020
    Philadelphia, Pa
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  • Mutual Of Omaha
    General Sales Manager
    Mutual Of Omaha Sep 2011 - Jan 2016
    Blue Bell, Pa
    As the leader of the Blue Bell Agency of the Neil Chonofsky Division Office, I helped provide the training and support advisors need to succeed. We taught advisors how to thoroughly analyze and address clients' insurance and financial needs, and how to stay in contact with prospects and clients as those needs change.As a full-service, multi-line provider of insurance and financial services products, Mutual of Omaha Financial Advisors offers products and services that provide financial… Show more As the leader of the Blue Bell Agency of the Neil Chonofsky Division Office, I helped provide the training and support advisors need to succeed. We taught advisors how to thoroughly analyze and address clients' insurance and financial needs, and how to stay in contact with prospects and clients as those needs change.As a full-service, multi-line provider of insurance and financial services products, Mutual of Omaha Financial Advisors offers products and services that provide financial protection to help families, individuals, businesses and groups achieve their goals. Our diverse offering of products and services include:•Annuities and Retirement Services •Critical Illness •Disability Insurance •Employee Benefit Plans •Life Insurance •Long-Term Care Insurance •Medicare Supplement Insurance •Voluntary/Worksite Products Show less
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  • Mutual Of Omaha Financial Advisors
    Financial Advisor
    Mutual Of Omaha Financial Advisors Jul 2008 - Jan 2016
    I helped clients achieve their financial goals. I developed financial plans that addressed my clients' goals, priorities, and concerns. My clients' were given the tools to decide how to use their individual plan and I was there to assist in any way possible. I also was available to monitor their progress and update their plan as needs change.
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Matthew Crane Skills

Wealth Management Financial Planning Long Term Care General Insurance Strategic Financial Planning Recruiting Annuities Estate Planning Strategies Long Term Care Investment Advisory Services Financial Advisory Services Long Term Care Insurance Financial Advisory Financial Planners Investment Advisory Term Life Insurance Estate Planning Whole Life Universal Life

Matthew Crane Education Details

Frequently Asked Questions about Matthew Crane

What company does Matthew Crane work for?

Matthew Crane works for Firstrust Financial Resources

What is Matthew Crane's role at the current company?

Matthew Crane's current role is Partner.

What is Matthew Crane's email address?

Matthew Crane's email address is ma****@****cus.com

What is Matthew Crane's direct phone number?

Matthew Crane's direct phone number is +170847*****

What schools did Matthew Crane attend?

Matthew Crane attended Saint Joseph's University - Erivan K. Haub School Of Business.

What skills is Matthew Crane known for?

Matthew Crane has skills like Wealth Management, Financial Planning, Long Term Care, General Insurance, Strategic Financial Planning, Recruiting, Annuities, Estate Planning Strategies, Long Term Care, Investment Advisory Services, Financial Advisory Services, Long Term Care Insurance.

Who are Matthew Crane's colleagues?

Matthew Crane's colleagues are Peter (Pj) Dluoik, William Manchester, Aif®, Noel Pool, Christina Diegidio, Jerry Ruttenberg, Steven Loos, Alana Storr.

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