Curt Matlin of Matlin Financial Services is a member of XPX Chicago

Curt Matlin

President

Northbrook, Illinois

Professional Profile

Call Me When

Call Me When... You need a financial projection of your retirement income to help make your money last as long as you do; or, you want a better 401(k) or retirement plan for your company.

Contact Method

cmatlin@matlinfinancial.com

Profession

  • Consultant
  • Insurance
  • Wealth Manager
  • Professional Certifications

    Matlin Financial Services 500 Skokie Blvd Ste. 200 Northbrook IL 60062. Phone: 224-213-7622. Securities and advisory services offered through Commonwealth Financial Networku00ae, Member with www.FINRA.org/ www.SIPC.org, a Registered Investment Adviser

    Functional Expertise

  • Cash management
  • Charitable giving
  • Employee benefits
  • Employee engagement/ retention
  • Entrepreneurship
  • Estate planning
  • Family business
  • Fiduciary
  • Investments
  • Retirement
  • Exit/Transition Planning
  • Business Focus

    Business Owner / Retirement Planning / Employee Benefits

    Transition Planning Certification

    Matlin Financial Services does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

    Client Industries

  • Business Services
  • Financial Services
  • Client Results

    Membership

    Chicago Individual

    Member Since

    Member for 5 Years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX