William Matt

William Matt - CFP®

Financial Representative

13555 Bishops Court, Suite 200
Brookfield, WI 53005

Phone: (262)717-6090
Fax: (262)717-6135
E-mail: wmatt@wisconsin.nef.com

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Masters Conference Qualifier: A New England Financial honor given to outstanding individuals who exemplify the highest standards of personal integrity, professionalism, customer service and sales achievement.
  • Deliver The Promise Specialist: A specially trained professional who assists families and addresses many of the issues associated with the loss of a loved one.

BUSINESS PHILOSOPHY      

As a 25-year veteran in the financial services industry my goal is to provide families and business owners world-class advice and service to help them achieve all of their financial goals, objectives and dreams. I have the passion, drive, knowledge and experience required to help you succeed financially. My personal goal is to become your most trusted advisor.
 
MISSION STATEMENT
 
 Always do what is right. Only do on to others as I would do on to myself.
 
VALUE STATEMENT
 
My goal is to build one customer at a time by providing world-class service with world-class products. My practice is built on the core values of honesty and integrity. I work under a very strict code of ethics. My clientele is built on trust and competency. I will strive continuously to never give you a reason to leave.
 
PERSONAL
  • Married 26 years to Jill.
  • Two children, Carrie and Billy
  • Lifetime resident of Wisconsin living in Whitefish Bay