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Matthew W. Wade

Matthew W. Wade

Chartered Retirement Plan Specialist

Matthew Wade began his career over 15 years ago with MetLife Financial Services. After completing the MetLife training courses , he quickly achieved the Pacesetter Award leading the state in production. Matthew spent the next five years working closely with management and a financial planner to broaden his knowledge of life insurance, annuities, and retirement planning.

Utilizing the training and support of a Fortune 500 company to start his career, he then joined Cornerstone Financial Group, which gave him the ability to offer many financial companies. Matthew identifies your specific needs and then chooses the financial organization to help accomplish your financial goals.

Matthew specializes in wealth management, tax-favored strategies, business insurance, life insurance, retirement planning, and 401(k) plans.

Additional licenses that are currently held by Matthew are:

Series 6, Investment Company Products/Variable Contracts Limited Representative

Series 63, Uniform Securities Agent

Matthew and his wife, Mary Beth, reside with their children in Daniels, WV.

 

Community Service and Recognition

Member of Beckey Chamber of Commerce

Member of Generation Beckley

Board Member of Piney Creek Watershed Association

Registered Representative of The O.N.Equity Sales Company, Member FINRA/SIPC, Cincinnati, OH 45242. 513-794-6794.