Matt Henry

Matt Henry Email and Phone Number

Partner and Private Wealth Advisor @ Heartwood Planning Group | Northwestern Mutual Private Client Group
Berne, IN, US
Matt Henry's Location
Berne, Indiana, United States, United States
Matt Henry's Contact Details
About Matt Henry

I serve as a Partner and Private Wealth Advisor for Heartwood Planning Group - Northwestern Mutual Private Client Group. We partner with each of our clients to create a holistic, needs-based plan catered to their individual goals and aspirations. With more than 70 combined years of experience, we are dedicated to leveraging our expertise, providing financial literacy, and engaging our clients in every step of the planning process. Delivering peace of mind is at the heart of what we do. For additional information, call Matt at 260-443-7643 or visit heartwood.nm.com.

Matt Henry's Current Company Details
Heartwood Planning Group | Northwestern Mutual Private Client Group

Heartwood Planning Group | Northwestern Mutual Private Client Group

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Partner and Private Wealth Advisor
Berne, IN, US
Website:
heritageplanningpartners.nm.com
Employees:
29
Matt Henry Work Experience Details
  • Heartwood Planning Group | Northwestern Mutual Private Client Group
    Partner And Private Wealth Advisor
    Heartwood Planning Group | Northwestern Mutual Private Client Group
    Berne, In, Us
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  • Heartwood Planning Group | Northwestern Mutual Private Client Group
    Partner & Private Wealth Advisor
    Heartwood Planning Group | Northwestern Mutual Private Client Group Jan 2021 - Present
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Matt Henry Skills

Succession Planning Strategic Financial Planning Financial Analysis Retirement Planning Life Insurance Strategic Planning Customer Service Securities Investment Strategies

Matt Henry Education Details

Frequently Asked Questions about Matt Henry

What company does Matt Henry work for?

Matt Henry works for Heartwood Planning Group | Northwestern Mutual Private Client Group

What is Matt Henry's role at the current company?

Matt Henry's current role is Partner and Private Wealth Advisor.

What is Matt Henry's email address?

Matt Henry's email address is ta****@****ner.com

What is Matt Henry's direct phone number?

Matt Henry's direct phone number is +126044*****

What schools did Matt Henry attend?

Matt Henry attended Indiana University—purdue University Fort Wayne.

What skills is Matt Henry known for?

Matt Henry has skills like Succession Planning, Strategic Financial Planning, Financial Analysis, Retirement Planning, Life Insurance, Strategic Planning, Customer Service, Securities, Investment Strategies.

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