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Matthew Graff

Matthew Graff

Financial Representative

matthewgraff@cfsllc.com

Mobile: 646.823.6066


   

Matthew works with medical and dental professionals, families and business owners to help them fully understand the 3 domains of their financial life - protection, savings and growth - and how they are interconnected. Using a macroeconomic approach, he seeks to help his clients avoid some of the wealth-eroding factors - inflation, taxes, market volatility, etc.

His goal is to help create a more coordinated financial picture implementing non-traditional financial strategies.


Specialties

  • Asset Protection
  • Wealth Building
  • Distribution Planning
  • Asset Optimization
  • Student Loan Consolidation*

 



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*Guardian and its subsidiaries do not issue or advise with regard to student loans. Financial Representative of Guardian, CA insurance license #0J12287