Refer a Friend

Do you know someone who might share your concerns about financial security?
 

Staff

The team of Ben Shapiro and Marty Matsoff take customer service very seriously. So does their staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

 

"We help people take care of those they care about."

-Matsoff & Shapiro Team's
Mission Statement

 

My Teammate:

Marty Matsoff

Marty Matsoff, CLU, CPA
Financial Representative
262-240-3030

To the team of Matsoff and Shapiro, Marty brings over 19 years of experience with personal and business needs analysis and solutions. In addition, Marty was a Certified Public Accountant and spent 20 years at the executive business level prior to joining Northwestern Mutual. Marty is also an active member of the community.
 

Our Staff:

Carrie J Berg
Associate Financial Representative
carrie.berg@nmfn.com
414-389-8930 X20
 Carrie J Berg
Joann Kellman
Administrative Assistant
joann.kellman@nmfn.com
(262) 240-3030 x 39