Matthew Andreoli

Matthew Andreoli

Financial Planner

Matt is a financial planner for C2 Private Wealth. He has been involved in the financial services industry for more than 14 years, serving in a variety of roles, including home and auto insurance professional, compliance specialist and financial advisor. In his position with C2 PrivateWealth, Matthew focuses on helping clients achieve their goals by developing a well-thought-out retirement plan.

 

Matthew is a financial professional who can provide investment* and insurance products and services. He has passed the Series 7,24, 63 and 65 securities exams and holds life, accident, health, variable annuities, and property and casualty insurance licenses. He has made his home in Grosse Pointe Park, Michigan, for more than eight years.

Every C2 client journey starts with education.

We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.