Matthew Coniglio

Financial Planner,

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

Languages spoken by this financial professional: English

Build Your Plan

Matthew Coniglio

Financial Planner

Build Your Planopens 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

Working with a financial advisor is a critical decision. Achieving your aspirations and helping you protect those who depend on you is the foundation of my practice.

I can provide you with insurance and investment solutions through all of life’s stages. My objective is to determine the best strategies to meet your needs, challenges and goals.

I'm Most Proud Of: Helping North Florida and South Georgia families and business owners grow and protect their financial future.

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

    • Variable Annuities: AL, FL, GA
    • Securities License: FL, GA, IN, MA, MD, MT, VA
    • Variable Life Insurance: AL, FL, GA
    • Fixed Annuities: AL, FL, GA
    • Life Insurance: AL, FL, GA

Matthew Coniglio is associated with the Greater Florida Financial Grp Office, 3030 N Rocky Point Drive W, Suite 460, Tampa, FL, 33607-7203, Managing Director: Michael Thomas, Phone: 813-287-1726. Matthew Coniglio 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 Coniglio 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 fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  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.