Matthew Prok, Cfp® Email and Phone Number
Matthew Prok, Cfp® work email
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Matthew Prok, Cfp® personal email
Matthew Prok, Cfp® phone numbers
Many people may not fully understand how a Financial Consultant can fit into their long-term planning, or at what point an advisor should be consulted, and there is no black and white answer for either of these questions. This is why I would like to invite you to come in for a free consultation, and ask the questions that may help you determine if you could benefit from an advisor.Our clients start their financial journey with us at different times in their lives. From, starting a family, starting their first job, switching jobs, college planning, retirement, or the death of a loved one, it could be any one of a number of reasons, but each of our clients start their relationship with us the same way, with an initial consultation.We aim to help you, whether it be your first or next steps in your financial journey. Whether it be retirement planning, investment planning, college funding, estate planning, income protection, insuring a life, succession planning, asset allocation strategies, or annuities, we are here to help and answer all of the questions you may have.Please do not hesitate to email me, at the address listed under my contact info above, with any questions you may have.• Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact Info’ section above.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of New York
Cornerstone Advisory Group
View- Website:
- meetcornerstone.com
- Employees:
- 25
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Certified Financial Planner™Cornerstone Advisory Group Jul 2013 - Present200 Park Point Drive, Rochester, Ny 14623Holds Series 6, Series 63, and Series 65 securities registrations with LPL Financial, as well as Life and Health Insurance Licensing, and continues to work with clients in the following areas:• Retirement Planning• Investment Planning• College Funding• Estate Planning• Income Protection• Insuring a life• Succession Planning• Asset Allocation Strategies• Annuities
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Rochester Chapter PresidentUniversity At Buffalo Alumni Association - Local Chapter Apr 2014 - Dec 2018Rochester, New York AreaAs a University at Buffalo Alum, it was odd to learn there was not an active Chapter of UBAA in Rochester. We have 13 thousand alumni, and are the 3rd largest Alumni group, second only to NYC and Buffalo itself, yet we did not have an active chapter. In voicing this concern to UBAA, and they could not have been more supportive in helping to change this. With the support of UBAA, the Rochester Chapter is up an active for the first time. We are helping these 13 thousand alumni to network, reconnect, and help the Rochester community grow. If you are looking to get more involve, either as a professional, or a recent grad, please feel free to message me directly, or find us on Facebook by following the link below.
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Financial ConsultantCentra Financial Group Sep 2012 - Jul 2013Built a book of business and consulted clients in the following areas:• Retirement Planning• Investment Planning• College Funding• Estate Planning• Income Protection• Insuring a life• Succession Planning• Asset Allocation Strategies• Annuities -
Account CoordinatorCrowley Webb And Associates Jun 2011 - Feb 2012Buffalo, Ny• Acted as liaison between agency and clients, including global companies• Developed brand position and strategies for both established and emerging companies• Managed multiple high budget projects in parallel, coordinating and scheduling related tasks• Led and orchestrated both client and agency wide meetings -
Chapter PresidentAmerican Marketing Association Aug 2010 - May 2011University At Buffalo• Orchestrate club activities and recruitment• Active voice on behalf of the club• Liaison between the club and the University at Buffalo -
Student - Business And CommunicationState University Of New York At Buffalo Aug 2007 - May 2011Buffalo, NyBachelor of Science in Business Administration, expected May 2011Marketing and International Business concentrationsBachelor of Arts in Communication, expected May 2011 -
Communication Department Research AssistantUniversity At Buffalo Sep 2009 - May 2010University At Buffalo• Working with a NY State grant to increase organ donors within NY through the use of new media - NYDonatesLife.net• Initiating a keyword analysis that will help to maximize ROI for online advertising• Acquired appropriate knowledge of Google Adwords and Facebook advertising to ensure that proper measures were taken to maximize our advertising efforts• Organized clear and concise presentations to ensure coworker understanding of the steps needed to implement our marketing plan
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Account Service InternEric Mower And Associates Jan 2011 - Apr 2011Buffalo, Ny• Led and facilitated client interaction on several projects• Attended client trade shows and stood in as a liaison on their behalf• Contributed to brainstorming sessions and concept development• Participated in the internal review process for finished projects • Headed secondary research for both internal and external purposes -
Marketing InternKatz Americas Sep 2010 - Dec 2010Buffalo, Ny• Conducted market research and collected secondary data• Creation, administering and data analysis of surveys• Vendor and client interaction, both potential and pre-existing• Establishment of marketing plans and new business development -
Market ResearchDixon Schwabl Advertising May 2010 - Aug 2010Rochester, Ny• Assisted in conducting focus groups• Quantified data from surveys and focus groups• Coordinated secondary research• Became familiar with survey software -
Vp Of FinanceAmerican Marketing Association Jan 2009 - May 2010University At Buffalo• VP of finance from 2009-2010. Elected President for 2010-2011 term• Managed and grew chapter membership• Initiated connection between AMA and the University at Buffalo Communication department, creating a marketing plan for www.NYDonatesLife.net• Responsible for the chapter fundraising and financing
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Account ExecutiveCustomericity May 2009 - Aug 2009Rochester, Ny• Developed a Marketing Strategy that addressed the client's goals while staying within budget.• Guided customer interactions and successfully gathered information on the client's company and past marketing strategies, in order to optimize future marketing efforts.• Led research and information gathering to establish communication lines between the client and the press.• Conducted internet presence and impression research for the client to ensure that their company delivered a clear and unique message in their marketing efforts.
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Laser Minion And Pizza ConnoisseurPlt 2008 - 2009
Matthew Prok, Cfp® Education Details
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State University Of New York At Buffalo - School Of ManagementBs In Business Administration And A Ba In Communication
Frequently Asked Questions about Matthew Prok, Cfp®
What company does Matthew Prok, Cfp® work for?
Matthew Prok, Cfp® works for Cornerstone Advisory Group
What is Matthew Prok, Cfp®'s role at the current company?
Matthew Prok, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ at Cornerstone Advisory Group.
What is Matthew Prok, Cfp®'s email address?
Matthew Prok, Cfp®'s email address is mr****@****alo.edu
What is Matthew Prok, Cfp®'s direct phone number?
Matthew Prok, Cfp®'s direct phone number is +158550*****
What schools did Matthew Prok, Cfp® attend?
Matthew Prok, Cfp® attended State University Of New York At Buffalo - School Of Management.
What are some of Matthew Prok, Cfp®'s interests?
Matthew Prok, Cfp® has interest in Skiing, Motorcycles, Biking, Running, Swimming.
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