Ferris Financial LLC
Helping You Plan, Protect & Prosper
Peace of Plan, Peace of heart. Our lives are a gift. No matter how long or short, there is peace of heart in the confidence that we will leave this world a richer place than we found it. We exist to help our valued clients create and leave a meaningful legacy.
About
Ferris Financial, LLC is a boutique financial planning firm founded by Matthew S. Ferris, MBA, a President & Founder and Financial Adviser.
The firm specializes in wealth management, retirement planning, life insurance planning, financial planning, estate planning, investment management, long-term care insurance planning, disability insurance planning, business succession planning, asset protection, 401(k) and IRA strategies, executive benefits, key person insurance, funding buy-sell agreements, funding deferred compensation, charitable planning, and more. The firm is affiliated with New York Life Insurance Company and partners with The Nautilus Group®, Eagle Strategies LLC, and Ash Brokerage to provide comprehensive financial solutions.
Services
Wealth Management
Comprehensive wealth management services to help clients grow and preserve their assets.
Retirement Planning
Strategies to ensure financial security and lifestyle goals in retirement.
Life Insurance Planning
Tailored life insurance solutions to protect loved ones and achieve financial goals.
Financial Planning
Holistic financial planning to address all aspects of personal finance.
Estate Planning
Strategies to protect and distribute assets according to client wishes.
Investment Management
Professional management of investment portfolios to achieve financial objectives.
