Matthew Tarby - Financial Advisor - Equitable Advisors

Matthew Tarby - Financial Advisor - Equitable Advisors Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment adviser. AGE- 5936259.1(9/23)(Exp.9/25)

I offer an extensive array of products and service alternatives to help implement your desired course of action, including:

Wealth Accumulation & Retirement Planning

Executive Benefit & Deferred Compensation Plans

Financial Planning & Asset Management Strategies

Employee Financial Planning & Seminars

Risk Management Strategies

Estate Planning Strategies & Wealth Preservation

Employ

ee Benefit Plans (Pension & 401(k) implementation)

Business Succession Planning

Long Term Care Insurance


Additionally, you’ll have access to:

Education on a wide variety of financial subjects to help you make informed decision

A wealth of online resources, tools, and account management options

An open network of produce and provider selection

Investment management services and mutual funds from numerous investment companies, and financial products from a large selection of insurance companies

Assistance to help you build an integrated portfolio matched to your priorities



Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC// Equitable Network Insurance Agency of California, LLC // Equitable Network Insurance Agency of Utah, LLC// Equitable Network of Puerto Rico, Inc.

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment str...
05/22/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
05/20/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

Check out LPL Financial Research's Weekly Commentary on the market: "Energy Shock Expected to Hit Prices Harder Than the...
05/18/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Energy Shock Expected to Hit Prices Harder Than the Economy".

https://static.fmgsuite.com/media/documents/a54690d5-f997-46f4-9f3d-01f9ddf497a5.pdf

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
05/18/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/15/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Check out LPL Financial Research's Weekly Commentary on the market: "A New Fed Regime: Warsh, Policy Direction, and Trea...
05/13/2026

Check out LPL Financial Research's Weekly Commentary on the market: "A New Fed Regime: Warsh, Policy Direction, and Treasury Market Consequences"
https://static.fmgsuite.com/media/documents/6e29f8f6-7271-405c-8d02-f3df95e6056c.pdf

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
05/13/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check ou...
05/11/2026

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Tips and strategies for women approaching retirement to ensure a smooth transition.

Tax time can be a good time to give your household budget a checkup.
05/08/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Check out LPL Financial Research's Weekly Commentary on the market: "AI Wave Continues to Power Technology Earnings Boom...
05/06/2026

Check out LPL Financial Research's Weekly Commentary on the market: "AI Wave Continues to Power Technology Earnings Boom".https://static.fmgsuite.com/media/documents/ff7486da-e87e-4f5c-a3aa-54edd594280c.pdf

Address

120 Madison Street, Suite 1900
Syracuse, NY
13202

Telephone

+13154256384

Website

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