Matthew Close

Financial Advisor

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Let's Talk

Matthew Close

Financial Advisor

Let's Talkopens in a new window

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Matthew

No two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Planning-for-Small-Business

As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

The Prudential Difference

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    • Property & Casualty: FL, IN, KY, MI, OH
    • Variable Annuities: CA, FL, IN, KY, MI, OH
    • Securities License: CA, FL, IN, KY, OH
    • Variable Life Insurance: FL, IN, KY, MI, OH( CA License #4144069)
    • Fixed Annuities: FL, IN, KY, MI, OH( CA License #4144069)
    • Life Insurance: FL, IN, KY, MI, OH( CA License #4144069)

Matthew Close offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Matthew Close offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.