Matthew B. Steere Sr., Licensed Agent with New York Life Insurance Company

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Matthew B. Steere Sr., Licensed Agent with New York Life Insurance Company Licensed with New York Life, I help families, individuals, and business owners protect what matters most and build a stronger financial future.

Let’s connect and create a personalized plan that fits your goals. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. New York Life Insurance Company (V51)
3000 Atrium Way, Suite 330
Mount Laurel, NJ 08054
C: 609-675-0810 | O: 856.787.4700

NYL South Jersey Office

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Ch...
11/02/2026

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Check out the latest Survey from New York Life

Use New York Life's tool to access long term care insurance cost information by state and region. Learn more about long term care costs and what they include.

Inflation isn't always dramatic, but its effects can add up over time. Even modest inflation may gradually reduce the pu...
10/29/2026

Inflation isn't always dramatic, but its effects can add up over time. Even modest inflation may gradually reduce the purchasing power of your retirement income, making it more important to plan for both today's needs and tomorrow's expenses
A strategy that balances income needs and growth potential may help support financial security throughout retirement. Let's talk about how inflation could affect your plan and what steps may help preserve purchasing power over the long term.

Life changes. But sometimes beneficiary designations don’t change with it.This Kiplinger article is a helpful reminder o...
10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4ySgEVz

If you have questions about your own beneficiary choices, send me a message.

10/28/2026

Investing trends can change over time. After a period of strong AI-driven market leadership, some sectors have cooled while others have gained momentum. Market rotation is a normal part of investing and can create both opportunities and challenges for investors.

A diversified approach that aligns with your goals, risk tolerance, and time horizon can help you stay focused through changing market conditions. If you'd like to discuss how recent market shifts could affect your portfolio, I'd be happy to help.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Want to learn about a property tax benefit that may be available to eligible retirees who make charitable contributions?...
10/25/2026

Want to learn about a property tax benefit that may be available to eligible retirees who make charitable contributions? Here’s what you should know.

Want to save up to $1,500 on your property taxes? Here's how giving back can lower your bill in retirement.

Medicare expects stand-alone Part D premiums to rise by less than $1 in 2027 as it phases out temporary insurer subsidie...
10/24/2026

Medicare expects stand-alone Part D premiums to rise by less than $1 in 2027 as it phases out temporary insurer subsidies.

Not all retirement income is taxed the same way. Here’s a look at five common types of retirement income and how they ma...
10/23/2026

Not all retirement income is taxed the same way. Here’s a look at five common types of retirement income and how they may be treated for federal income tax purposes.

Thankfully, not all the money you receive in retirement is subject to federal income tax.

Global events can create uncertainty and short-term market swings. While these periods can be unsettling, history shows ...
10/18/2026

Global events can create uncertainty and short-term market swings. While these periods can be unsettling, history shows that markets have demonstrated resilience following significant disruptions.

A clear financial strategy can help keep your attention on long-term goals rather than short-term headlines. If current events have you concerned about your portfolio or retirement plan, let's talk.

Address

3000 Atrium Way Suite 330
Mount Laurel, NJ
08054

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 8pm
Saturday 10am - 3pm
Sunday 10am - 3pm

Telephone

+16096750810

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