Stella Oak Financial and Insurance Services

Stella Oak Financial focuses on helping clients discover their personal, professional, and financial goals and develop financial solutions in aligment with their objectives. Working together with clients, we create financial solutions that can help achieve legacies and financial security for their families and businesses.

Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and investment portfolio. The selection of a product should be the last part of your planning process--not the first.

As a part of Northwestern Mutual, Stella Oak Financial and Insurance Services affords clientele access to the resources of a high quality financial institution along with the service that can only be provided from a boutique firm.

We look forward to helping you achieve your financial goals!


Community Involvement

Stella Oak Financial and Insurance Services is active in philanthropy and in several nonprofit organizations, one of which is the Jewish Home for the Aging.

Brandon Matloff is on the board for the JHA. A pioneer and national leader in life-enhancing senior care, the Jewish Home emphasizes the complete needs of the individual - body, mind, and spirit, with a focus on the needs of the "whole person," the Home's programs, protocols, and services incorporate the very latest senior care research and findings, resident feedback, and a culturally-based tradition of respect and compassion for seniors and families. In 2015, Brandon is being honored for his contributions and support of the Jewish Home for the Aging.

You can find out more here!

In 2012, Brandon was honored by 100 for 100 for his contributions to the Jewish Home. The 100 for 100 event raised $105,000.


Our Mission

Our mission is to have the highest ethical standard, to have the most talented team, and help our clients become as successful as possible. 

Events

Stella Oak Financial and Insurance Services is active in the community and bringing people together to build relationships, find new ideas, and give to a charitable causes.

On October 4, 2011, Steve Forbes joined Northwestern Mutual CEO John Schlifske to speak on the economy and financial markets as part of a six city tour. Before the event, Stella Oak Financial and Insurance Services enjoyed a quiet reception at the Beverly Hills Hotel.

From left to right, Steve Forbes, Ron Burkhardt, Brandon Matloff, John Schlifske.

Brandon Matloff, CLTC®
Wealth Management Advisor


Stella Oak Financial and Insurance Services

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck