Broker Check
Matthew L. Lang

Matthew L. Lang

Managing Partner

Matthew Lang has 14 years’ experience working in the financial industry. Matt focuses primarily on Investment Advisory services for individuals and families, small business owners, professionals and executives, and non-profit organizations, who have a goal of growing, transferring and preserving assets. Matt has become an expert in the field of qualified retirement plans and advanced tax planning strategies for high net worth individuals.

After graduating with a degree from Arizona Western College, Matt helped build and operate a successful insurance agency. Matt is a perennial MDRT (Million Dollar Round Table) member and also belongs to the National Association of Insurance and Financial Advisors. In 2005 Matt received the prestigious award of being named Indianapolis Life’s Agent of the Year1. He is Registered Representative and holds FINRA Series 6 and 63 registrations.

Matt resides in Bethlehem, PA and is an avid race car fan and race team owner.

 

*Matthew Lang is a Registered Representative of Equity Services, Inc. and offers securities in NJ, NY and PA. He is also insurance-licensed in NJ. Securities are offered solely by Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, New York, NY 10017 (212) 661-1600 Cornerstone Financial Partners and all other entities and individuals are independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC) and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.

1 Award is based on sales criteria.