Julie Mattek
RICP®
Partnering with you and your family to understand where you are and how to make the most of what you have. Providing stability for now and in the future.
State(s) Licensed: AL, FL, MI, MN, MO, SC, SD, TX, WI
2301 Riverside Dr Suite 5
Green Bay, WI 54301
Partnering with you and your family to understand where you are and how to make the most of what you have. Providing stability for now and in the future.
State(s) Licensed: AL, FL, MI, MN, MO, SC, SD, TX, WI
Strategizing Together to Have Financial Clarity
I am passionate about helping people make informed decisions in their financial lives. Whether it's life insurance plans or retirement strategies, I love the conversations! I offer personal finance planning to people that have pieces of their puzzle in multiple spots. We work side by side to make a roadmap and bring confidence for the future.
Let me help you answer these common questions:
• How do I make my finances work harder and rest easy with the outcome?
• How can I protect my loved ones in case of an unexpected setback?
• How do I stay on track with my retirement strategy?
• Can I protect my family against the impact of extended care costs?
• How does charitable giving look like for me?
We all have goals. Whether it’s protecting your family’s financial future, ensuring a secure retirement picture, or setting up and running your own business venture, planning can be simplified by meeting with a financial advisor. I truly care about the people I work with. Let’s start by having a meaningful financial conversation.
I am dedicated to working alongside families, retirees and businesses in the Green Bay and Marinette areas of Wisconsin, as well as the picturesque Menominee area of MI. Whether it's through face -to -face meetings or leveraging digital communication tools, i strive to ensure my members feel supported and valued throughout our collaboration.
Call today to schedule an appointment at 920-965-9090 or reach out by email Julie.Mattek@thrivent.com.
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Locations
Green Bay Office
- Phone:
- 920-965-9090
Hours
Marinette Office
- Phone:
- 715-203-1520