Investing in Yorktown One Client at a Time
When Matt Anderson moved to Yorktown in 1991, he had just married his high school sweetheart, the very first websites were going live, Bryan Adams topped the charts, and “Home Improvement” aired its pilot episode.
For more than 30 years now, Matt has called Yorktown home. It’s where he and his wife raised three boys, all Yorktown High School graduates. He’s spent years investing in the community, recently serving as the president of the Yorktown Redevelopment Commission.
Now Matt, a registered representative with LPL Financial, has joined Northwest Investment Services as a financial advisor to help clients in Yorktown and the surrounding areas prepare for what’s next.
“My passion is helping clients pursue their financial goals through personalized guidance and based on lasting relationships,” Matt says. “Being part of the Northwest Investment Services team allows me to do that here in the town I love.”
Matt brings nearly 14 years of financial services experience to his new role, focusing on investment planning, portfolio management, and tailored financial strategies. He also holds FINRA Series 7 and 66 registrations through LPL Financial, plus Indiana Health and Annuity licenses—credentials that reflect his commitment investing in continuous education to better serve his clients’ needs.
Here are a few Q and A’s with Matt to figure out if it might be a good time for a conversation with him.
Q: Who needs a financial advisor?
A: A financial advisor is a great fit for anyone facing big life moments — buying a home, starting a family, sending kids to college, or getting ready to retire. An advisor helps you make smart decisions that support your goals. They simplify complexity, build personalized strategies, and give you financial confidence — so you can focus on what matters most to you and your family.
Q: What’s the biggest benefit of having a financial advisor?
A: They help you understand your options, create a plan you feel confident in, and stay focused on long-term goals.
Q: What can I expect from a Northwest financial advisor?
A: You can expect a high level of service that includes thoughtful personalized strategies, from a dedicated professional, who’s always available to answer your questions.
Ready to take the next step? Contact Matt today.
Call: (765) 213-2960
Email: matt.anderson@northwest.com
