Matthew Merola

Financial Advisor at RDG Wealth Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Rochester, New York, United States, US
Languages
  • English -

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Bio

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Dec 2021 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Services Representative
      • Feb 2020 - Dec 2021

    • United States
    • Insurance
    • 1 - 100 Employee
    • Insurance Specialist
      • Mar 2019 - Feb 2020

      As an Insurance Specialist with HUNT Insurance, my goal is to facilitate a smooth experience during a stressful time. Looking for the best insurance for your home and auto is one of the last thing most people want to deal with when buying their home. That's why, at HUNT Insurance, we do it for you. By shopping-out your insurance to the multiple carriers we partner with here at our brokerage, we are able to find our clients the most comprehensive coverage at the most competitive rates. Reach out at any time for your free quote! Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Professional
      • Oct 2017 - Jan 2019

      As a financial professional, I am committed to providing families and individuals with the world-class holistic financial guidance that AXA Advisors, LLC is known for. Through a vast network of resources, combined with an integrated team-based approach, I am fully equipped with the tools to develop a personalized strategy that will guide you on the way to achieving the financial future you deserve. Within my practice, I adhere to a client-oriented process, which is driven by the unique goals and concerns of each individual. It is my goal to educate and guide each client through this process so that I may offer pertinent recommendations based on a complete understanding of their personal financial situation. Having lived in Syracuse my entire life, I have developed a deeply rooted connection to the city. As a product of the Syracuse City School District, it is my personal mission to give back to the community that raised me, and the people who live in it. In doing so, a few fundamental components of financial security I focuses on include: •Retirement Planning •Minimizing Taxable Income •Maximizing Investment Returns •Identifying Life Insurance Needs •Education Planning Show less

    • United States
    • Book and Periodical Publishing
    • 1 - 100 Employee
    • Account Manager
      • Oct 2016 - Jul 2017

      Assisting small businesses in CNY to build their presence in the community through print and digital advertising. Assisting small businesses in CNY to build their presence in the community through print and digital advertising.

Education

  • State University of New York College at Brockport
    Bachelor of Science (B.S.), Marketing
    2011 - 2016

Community

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