Advisor profile


My approach

Matthew Clements - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Matthew Clements - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7
  • Series 66
  • Connecticut Life, Accident & Health

Education

  • Malden Catholic High School
  • University of Connecticut B.S. in Real Estate and Urban Economics

Interests

      - Born and raised in the outskirts of Boston, I grew to love all of the local professional sports teams.
      - My fandom grew while attending the University of Connecticut to all things Huskies.
      - My wife Kat and I consider ourselves foodies, and enjoy dining at all kinds of restaurants.

Community participation

Delta Sigma Pi - Theta Iota Chapter