Matthew John Ramirez, CLTC

Financial Services Representative

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Matthew John Ramirez is a native New Yorker and helping others is something that comes naturally to him. This altruism developed from being connected to a close knit community, as he was raised in the Bronx. He attended Fordham Prep and then graduated from Lehman College. 

Matthew has been fortunate to have expanded his practice beyondhis city of origin and has clients along the eastern seaboard. He has his Series 6, Series 63, and CLTC and focuses on providing financial solutions to families, professional executives, and business owners. 

Together with his team, he helps affluent clients address their concerns and provides guidance to help them achieve their goals. For example,he and his team dedicate their resources toward developing tailored financial strategies that provide tax-efficient and protection solutions via life and long-term care insurance, and retirement planning strategies.

Matthew currently lives in the Riverdale section of the Bronx. A devoted son, when he’s not working he enjoys dancing salsa with his mom, aunt and grandma and watching the Giants play on Sunday with his father.

CRN202508-2822770