Michael Matta

MJ Matta Associates

10.1976 - Current

Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Established new client relationships by conducting thorough needs assessments during initial consultations.
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
Facilitated financial literacy workshops, empowering clients with knowledge to make informed decisions.
Developed niche in retirement planning, becoming go-to advisor for clients approaching retirement.
Led financial planning seminars, attracting potential clients through expert knowledge sharing.