Neighbors Investment Services
Neighbors Investment Services is a full-service investment and financial planning program located at Neighbors Credit Union. Our financial planners offer different types of bank investment services and products.
Meet Our Financial Advisor - Matt Crabtree
Matt Crabtree, CFP®
Office: (314) 329-9804
Business and personal finance have been Matt’s passion for over 15 years. After serving six years of active duty in the United States Marines, he attended the University of Phoenix and graduated with a Bachelor of Science in Business/Information Systems in 1999. He then earned a certificate from the Yale School of Management, Executive Management program in 2004, and a certificate in Financial Planning from Pepperdine University’s Graziadio School of Business in 2012, which lead to his certification as a CFP® professional.
As a Certified Financial Planner™ professional, Matt Crabtree is uniquely qualified to help you connect the pieces to your financial future. CFP® professionals are evaluated comprehensively in six specialty areas to provide a holistic approach to planning: retirement, estate planning, taxes, investments, budgeting and insurance. He helps people in all different walks of life prepare for their financial future, for instance:
- Young professionals - balance their long-term goals with their day-to-day choices
- Parents - help them with educational goals for their children while also saving to retire on their own terms.
- Mature couples - confirm that their financial diligence has paid off and to provide a plan for the financial resources they need to enjoy their time in retirement
- Business owners - understand how retirement plans can be beneficial to their families as well as to the business and its employees.
He’s also bound by ethical standards as a CFP® professional, to ensure that the financial planning advice he provides you is held to a fiduciary standard. This means that he will put your interests first to help you achieve your life goals by through proper management of your financial resources.
Investment Products Available:
- Disability income insurance
- Life insurance
- Long term care insurance
- Money market accounts
- Mutual funds
- 529 College Savings Plans
- Employer Sponsored Plans (401k, 403b, 457, Simple IRA, SEP IRA)
- Employer sponsored retirement plan analysis for business owners and managers
- Financial consultation
- Investment research/analysis
- IRA rollovers
- Life, disability income, and long term care insurance planning
- Portfolio construction and management (Fee-Based and Commission-Based)
Neighbors Investment Services is a division of Neighbors Credit Union (NCU). Securities are not insured by the NCUA; not a deposit or other obligations of, or guaranteed by, the depository institution; and are subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and NCU are not affiliated.
Check the background of this investment professional on FINRA's BrokerCheck.
Neighbors Investment Services is a division of Neighbors Credit Union (NCU). Securities are: not insured by the NCUA; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and NCU are not affiliated. This seminar is sponsored and financially supported in part by Franklin Templeton Distributors, Inc. This material is being provided for general informational and educational purposes only and should not be construed as investment, tax, accounting, or legal advice, or as a solicitation to buy or sell any specific securities product, or used as the primary or final determinant of the best strategy on how and when to claim Social Security benefits. It is believed to be reliable; Franklin Templeton Investments (FTI), however, makes no representations or warranties as to its accuracy, completeness or timeliness. It does not provide a complete analysis of every material fact regarding the Social Security program. Helpful information can be found at the Social Security Administration’s (SSA’s) website: http://www.ssa.gov. FTI accepts no responsibility for content on the SSA’s website or other third-party websites. Social Security benefits claiming decisions can be complex and depend on various personal factors besides your age or retirement date, including, but not limited to, your: personal circumstances, needs and individual goals; legal and financial considerations; and tax laws, consequences and status, some or all of which can change frequently. We strongly advise you to consult with the appropriate financial, legal, accounting, tax or other applicable advisors about your specific circumstances and individual goals.All financial decisions and investments involve risk, including possible loss of principal. Franklin Templeton Distributors, Inc., One Franklin Parkway, San Mateo, CA 94403-1906