Matthew Crane Email & Phone Number

Philadelphia, Pa, Us

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

Philadelphia, Pa

Philadelphia, Pa

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

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.