Matthew D. Pratt - CLU®

Investment Advisor Representative

6302 Fairview Rd., Suite 500
Charlotte, NC 28210

Phone: (704)367-5128
Fax: (704)366-6900
E-mail:

  • Investment Adviser Representative of New England Securities, Corp. A registered investment adviser
  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS ANDSERVICES

  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation StrategiesEducation Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Stocks & Bonds
  • Managed Accounts
  • Wealth Management Services
  • Investment Planning

** New England Financial is the registered mark for New England Life Insurance Company (NELICO), Boston, MA 2116. Securities offered through New England Securities (NES) (member FINRA/SIPC). NELICO & NES are affiliates. Thompson Financial Group is a general agency of NELICO.