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Our Expertise

Learn who we work with and how we serve them
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Who We Serve

We work with successful business owners and professionals who want greater confidence about their financial decisions. Whether you’re building your career or preparing for retirement, we gain a detailed understanding of you and your goals and create an actionable plan to help you move forward with confidence. We become a close partner, offering personalized guidance to help you stay on track as you enjoy your life.

Business Owners

We partner with successful business owners who want greater confidence in their financial decisions, wherever they are in their journey — from building and growing a new enterprise to ensuring its lasting legacy.

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As a business owner, your personal success is intricately tied to the success of your company. That’s why we address both pieces of your financial world — personal and professional — as a whole. We’ll analyze where you are today and talk about your vision for the future, both personally and professionally. We’ll identify potential gaps and opportunities, then help you find the right solutions. For your business, this means objectives like attracting and retaining top talent, protecting your company against legal action, and developing a succession strategy. For your personal life and family, this means planning for your future goals, protecting your family in the event of death, and efficient accumulation of asset to realize your retirement, legacy, and charitable goals.

Professionals

We partner with professionals who distinguish themselves in many fields, and come to us in every stage of their career. Whether they are business executives, doctors, or lawyers — building their careers and families, or preparing for retirement — they want to have as much confidence in their financial decisions as they do in their area of professional expertise.

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Financial peace of mind comes to each person in a different way. We will work with you to gain an in-depth understanding of you, your career, your family, and your goals, and create an actionable plan to help you move forward with confidence. Whether you’re coming to us with a specific need in mind, or you need help determining your next steps, we’ll offer personalized guidance. We’ll get to know you and your family and help you determine the best way to help you stay on track for a sound future as you enjoy your life today. We offer customized strategies and cutting-edge products to help you maximize the return on your hard work, protect your assets and your loved ones, and grow in each stage of life. Whatever you need to achieve your goals, and however your family grows, we have you covered.

Get in Touch

Call: (614) 227-7090

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Our Location

547 S James Street
Dover, OH 44622

Disclosure

Matthew Ferris is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0K38071), CO, FL, GA, IL, NC, NJ, NY, OH, OK, SC, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Matthew Ferris is licensed and authorized to offer insurance in California, but FERRIS FINANCIAL, LLC may not be. For additional information on California licensure status, please click here.

Matthew Ferris is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 547 S James St, Dover, OH, 44622, 614-227-7090. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, IL, KS, MA, NC, NJ, NY, OH, OK, SC, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Matthew Ferris is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, FL, GA, IL, KS, MA, NC, NJ, NY, OH, OK, SC, TX, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Matthew Ferris is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

FERRIS FINANCIAL, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither FERRIS FINANCIAL, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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Dover, OH 44622

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