Menu
The first insurance company was founded in 1752, and life insurance has helped protect families ever since. To honor that legacy, and to remind us why we do this, we named our company accordingly — 1752 Insurance.
1752 Insurance is dedicated to helping people protect their families and livelihoods. Our goal is to help you answer the question, âWhat if something happens to me?â At 1752 Insurance, we are passionate about providing you with independence and confidence in your financial future. Thatâs why our first priority is to help your family prepare for life-changing events, such as death, disability, or long-term care.
My philosophy is simple: I believe that financial strategy should be based on your unique goals, values, and circumstances. That’s why I take the time to get to know each of my clients on a personal level, so I can understand what’s most important to you. Whether you’re planning for retirement, saving for a child’s education, or starting a business, I’ll work with you to develop a comprehensive financial strategies that are tailored to your needs.
As a fiduciary, I’m committed to acting in your best interests at all times. That means I’ll never recommend investments or products that aren’t right for you, and I’ll always be transparent about any fees associated with my services. My goal is to help you make informed financial decisions that will set you up for success in the long term.
A bit about me, I started in the financial services industry after graduating from Roanoke College in 2000. I grew up in New Jersey but settled near Richmond in 2001 with my wife, Kat, and our three children. Outside of the office youâll find me hanging out with my wife and kids, helping out at baseball and soccer games, or on the golf course. Â
Morning person. I enjoy the calm and silence of the morning. Itâs a great time for me to get ready and plan for the day. I also enjoy getting my workout in before the day begins.
Living in California in the mid-1980âs when the San Francisco 49ers were good, made me a 49ers fan for life.
One good thing that came from COVID has been all of the content on all of the streaming services. There are so many to choose from and there seems like there are constantly new ones. I am a big fan of Yellowjackets and Breaking Bad.
We have two dogs. Lucy the Great Dane and Ruby the Jack Russell / Chihuahua mix.Â
Easy choice. The ability to fly and get to fun and unique places in the blink of an eye.
I have a younger sister Megan who also lives in Richmond. Birth order is an interesting subject to me and I feel you can learn a lot about a person based on where they fall in the order.
Give me a call or send me an email today.
Matt@1752Insurance.com
(804) 283-1920
Write us a message below and one of us will get back to you very soon.
© All rights reserved | Privacy Policy
