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Matthew Liffick, Cws® is listed as Financial Advisor | 💰 Financial Security | 📊 Tax Mitigation | 💵 Capital Needs Analysis | 💳 Managing Debt | 📈 Investments | 🌴 Retirement Planning at WestPoint Financial Group, a company with 370 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Matthew Liffick, Cws®.
Matthew Liffick, Cws® previously worked as Financial Advisor at Westpoint Financial Group and Financial Advisor at Brunette & Associates Llc. Matthew Liffick, Cws® holds Bachelor Of Science, Public Financial Management, Economics, 3.8 from Indiana University Bloomington.
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I help individuals & families define and achieve their financial goals by providing a highly personalized and consultative approach.In my personal life, I am passionate about spending time with my friends & family, and pet cat "Sammy"! I'm an avid sports fan and count the Indiana Pacers, Indiana Hoosiers, and Manchester United as my favorite teams. I love to travel, particularly internationally, when my schedule permits.If you relate to anything I’ve mentioned or if you think I can help in any way, reach out!I am a Registered Representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 900 East 96th Street, Suite 300, Indianapolis, IN 46240 Phone (317) 469-9999. WestPoint Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC.I am licensed to offer insurance in: IN, CA, FL, MI, NC, WA and securities in: AZ, AR, CA, DC, FL, IL, IN, MI, MN, MO, NY, NC, TN, TX, VA, WA. I cannot communicate with, nor respond to requests from people who reside in states where I am not licensed to conduct insurance and/or securities business.
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Indianapolis, Indiana Area
I provide objective and customized insurance and investment strategies to help meet the financial needs of my clients, whether that be saving for your kids' education, making sure you have enough coverage to protect you and your loved ones, or putting together a plan to help you accomplish your retirement and other investment goals.Securities.
Indianapolis, IN
At Brunette & Associates, we work to help implement the simplest solutions like opening a college savings fund for your children, to more complex issues like tax-sensitive investments and distributions, retirement projections, and estate planning.We feel our long-term relationships are a direct result of our proactive approach to service and financial.
Other employees you can reach at westpointfinancialgroup.com. View company contacts for 370 employees →
Bernadette Buckley
Colleague at Westpoint Financial Group
Indianapolis, Indiana, United States, United States
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VS
Vicki Sauter
Colleague at Westpoint Financial Group
United States, United States
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JA
James Abels
Colleague at Westpoint Financial Group
Anderson, Indiana, United States, United States
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DP
Devanshi Patel
Colleague at Westpoint Financial Group
Downers Grove, Illinois, United States, United States
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PS
Paul Standring Clu
Colleague at Westpoint Financial Group
Greater Chicago Area, United States
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RB
Ruth Beck
Colleague at Westpoint Financial Group
Eureka, Illinois, United States, United States
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CS
Courtney Starost
Colleague at Westpoint Financial Group
Indianapolis, Indiana, United States, United States
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WN
Wilma Nocon
Colleague at Westpoint Financial Group
Philippines, Philippines
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BA
Brooke Arnold
Colleague at Westpoint Financial Group
Greater Indianapolis, United States
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DK
Denise Kinkead
Colleague at Westpoint Financial Group
Noblesville, Indiana, United States, United States
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Quick answers generated from the profile data available on this page.
Matthew Liffick, Cws® works for WestPoint Financial Group.
Matthew Liffick, Cws® is listed as Financial Advisor | 💰 Financial Security | 📊 Tax Mitigation | 💵 Capital Needs Analysis | 💳 Managing Debt | 📈 Investments | 🌴 Retirement Planning at WestPoint Financial Group.
Matthew Liffick, Cws® is based in Indianapolis, Indiana, United States while working with WestPoint Financial Group.
Matthew Liffick, Cws® has worked for Westpoint Financial Group and Brunette & Associates Llc.
Matthew Liffick, Cws®'s colleagues at WestPoint Financial Group include Bernadette Buckley, Vicki Sauter, James Abels, Devanshi Patel, and Paul Standring Clu.
You can use AeroLeads to view verified contact signals for Matthew Liffick, Cws® at WestPoint Financial Group, including work email, phone, and LinkedIn data when available.
Matthew Liffick, Cws® holds Bachelor Of Science, Public Financial Management, Economics, 3.8 from Indiana University Bloomington.
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