Port Huron, Michigan
Matthew Gregor joined Equitable advisors in 2013 after leaving an unfulfilling starting career in supply chain management. He currently runs the Port Huron office location for @Aspen with his business partner Nathan Hall, where they mainly service clients in the thumb (eastern) region of Michigan. In 2017 Matthew acquired the designation of Retirement Planning Specialist by attending a week-long program at The Wharton School of the University of Pennsylvania in partnership with Equitable Advisors. When Matthew is not working with clients, he enjoys spending time with his wife Kate and their two (soon to be three) children Benjamin and Lila.
@Aspen is a financial, retirement, business and estate planning strategies firm with offices in Farmington Hills, Troy, Port Huron, Grand Rapids, and Rochester, Michigan. With over 150 years of combined service, we are a recognized leader in the personal and corporate financial services industry. We work by helping both personal and business clients to identify specific financial goals for retirement, business continuity, and estate plans. By using tax advantaged investment strategies, benefit plans, planning techniques and investment products, we assist in creating and implementing plans that will help our clients to achieve their long-term objectives.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY (212) 314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. At Aspen, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates. PPG-162702 (12/21) exp (12/23)
The Wharton School - Retirement Planning Specialist
Series 7 - Broker/Securities License
Series 66 - Investment Advisor Representative
Equitable Advisors - Centurion Producer
Life & Health Insurance Licensed