Clone of Matthew J. Caputo
Matthew J. Caputo
Financial Representative
Phone:
845-826-5096
Fax:
914-729-1109
E-mail:
mattcaputo@nwadvisorsinc.com Education:
- Cortland State University- BS Sports Management
Specialization:
- Risk Management
- Insurance Planning
- Retirement Planning
- Estate Planning
- College Planning Executive and Employee Benefit Plan Design and Planning
Services:
- Review Employee Benefit and Estate Plans for clients of CPA and law firms.
- Top clients include business owners and high net worth individuals.
Personal:
- Former Division Three 2-Sport Varsity Athlete (Cortland)
- Football and Wrestling
- 2x All State High School Wrestler of New York
Hobbies:
- CrossFit, Skiing, Traveler, NY Giants fan
