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    Matt W. Milholland


    Check the background of this investment professional on FINRA's BrokerCheck

    About Matt

    BUSINESS PHILOSOPHY

    My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

     

    PRODUCTS AND SERVICES

    • Fixed and Variable Annuities
    • Fee-Based Financial Planning
    • Business Succession Planning
    • Charitable Giving Strategies
    • Disability Income Insurance
    • Estate Conservation Strategies
    • Education Funding Strategies
    • IRA Consolidation/Rollovers
    • Life Insurance
    • Long-Term Care Insurance
    • Lump Sum Pension Distribution
    • Stocks, Bonds & ETFs
    • Small Business Retirement Plans
    • Pension Payout Alternatives
    • Pension Transfer/Rollovers
    • Unit Investment Trusts
    • Advisory Money Management Solutions
    • Tax Sheltered Annuities, 403(b) Plans

     

    QUALIFICATIONS

    • Licensed to sell securities in IN, MS, NC, OH, WV & NY
    • Licensed to sell Life & Health Insurance in CO, MS, NC, OH, TX & WV
    • Series 63 licensed
    • Series 7 licensed

     

    PERSONAL

    • Indiana Wesleyan University
    • Varsity Golf Team Member (4 years)
    • NAIA National Championship Qualifier (2010)
    • Hobbies: Golf, Basketball, Working out, Coaching

     

    ORGANIZATIONS

    • Union County Chamber of Commerce
    • Marysville Grace Church (Marysville, OH)
    • Rock City Church (Columbus, OH )
    • Volunteer of Search Ministries (Columbus, OH)

     

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Matt W. Milholland is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 5600 Blazer Parkway, Suite 100, Dublin, OH 43017, Tel: (614) 792-1463

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Colorado, Mississippi, North Carolina, Ohio, Texas, West Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    Indiana, Mississippi, New York, North Carolina, Ohio, West Virginia

    Matt W. Milholland , Dublin, OH

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