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Estate & Financial Services
Mankato, MN

Matthew B. Brozik

Providing empowerment through financial clarity and education.
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Meet Matthew B.

Introduction - Matt Brozik
Introduction - Matt Brozik
The Problem You Don't Know You Have - Matt Brozik
The Problem You Don't Know You Have - Matt Brozik
Why Your Advisor Isn't Worth It - Matt Brozik
Why Your Advisor Isn't Worth It - Matt Brozik
Video Transcripts

Matthew is a partner at Estate & Financial Services, where he is a Retirement, Investment and Estate Planner.

Matthew, his wife Lisa and their two children, Owen & Isla, live in North Mankato, MN. Matthew enjoys spending quality time on the lake at their family cabin boating and fishing. Matthew is an avid musky fisherman during the summer and hunts in the fall for pheasants and deer. During the winter,…

Matthew is a partner at Estate & Financial Services, where he is a Retirement, Investment and Estate Planner.

Matthew, his wife Lisa and their two children, Owen & Isla, live in North Mankato, MN. Matthew enjoys spending quality time on the lake at their family cabin boating and fishing. Matthew is an avid musky fisherman during the summer and hunts in the fall for pheasants and deer. During the winter, Matthew stays busy playing hockey in the Mankato C-League and watching the MN Wild and Duluth Bulldogs.

Matthew enjoys volunteering his time at Mankato Sertoma Club, Kiwanis Club and teaching Junior Achievement to Mankato area fourth graders. He also serves on the Edcuare board and commits time to MN Adult and Teen Challenge.

Professionally, Matthew is a 2009 graduate of The University of Minnesota-Duluth, where he earned a Bachelor of Arts degree in History and Philosophy. Along with his FINRA Series 7, 63 and insurance license, he also holds a long term care certificate.

Matthew has passion to profoundly enlighten and empower his clients. Enabling them to make positive, confident decisions to better themselves and their families. Through this contrarian approach, he is committed to creating a culture of never-ending learning and intent on bringing utmost value to his clients.


Services offered

Investment Management
Financial Planning
Asset Allocation
Retirement Planning
Real Estate & Mortgage Advisory
Estate Planning
Alternative Investments
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets
Fee & Commission

Education

Bachelors
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