Greg Matthews
Financial Advisor
One Michiana Square
100 East Wayne Street, Suite 130
South Bend, IN 46601
Telephone: 574-233-9461 or
800-377-CITY (2489)
gmatthews@citysecurities.com
Gregory J. Matthews is a Financial Advisor with the Private Client Group of City Securities Corporation specializing in investment management, annuities, portfolio construction, estate and retirement planning. Greg’s portfolio management process consists of a thorough and continuous understanding of each client’s goals, objectives and risk tolerance levels. Through his diligent work ethic, Greg helps his clients move toward their financial goals by assisting them in developing sound investment strategies. These strategies are then
monitored and updated on a regular basis.
Greg is a resident of Indiana, living in South Bend all of his life. He received a Certificate in Business Studies from the South Bend campus of Indiana University and then furthered his education at Bethel College in Mishawaka, Indiana earning a bachelor’s degree in management. Greg holds the FINRA Series 7 and Series 66 securities licenses as well as his Indiana and Michigan insurance licenses. Greg is a member of the Rotary Club of South Bend and the Achievement Forum. Greg’s hobbies include cooking and golfing. He is located at the South Bend branch of City Securities Corporation, One Michiana Square, 100 East Wayne Street, Suite 130. Greg can be reached at 574-233-9461, toll-free at 800-377-CITY (2489) or via e-mail at gmatthews@citysecurities.com .
Information is the lifeblood of any sound financial decision. However, if it is not properly understood or interpreted, it can be very misleading or useless to the decision maker. If you have any questions regarding the information below, please do not hesitate to telephone Greg at 574-233-9461.
Financial Items of Interest