Matt Baltz is the CEO of MKB Financial Services, specializing in helping retirees and pre-retirees with their estate and retirement planning needs. His wealth of knowledge in these areas helps to ensure that all of our clients have the strategies and tactics necessary to help pursue their goals. Matt earned his Bachelor of Science Degree in Business Administration with an emphasis in Financial Services and a Minor in Economics from California State University, Chico in 1994. For the past 17 years, Mr. Baltz has been working in the financial services industry and helping people with their estate and retirement planning needs. He is an Investment Advisor and Registered Representative through Investors Capital. In addition to servicing his clients, Matt has been featured in various newspapers, including The Union. He has appeared many times live on television and the radio discussing items of importance relating to investment and retirement planning, and overall economic conditions. He is a firm believer in the power of education and continually strives to gain additional knowledge about the financial services industry, estate planning laws, tax laws, and our overall economy. He is passionate about helping to educate people on investing and also knows that he must be a good student to continue his success in helping people. Matt and his wife Angelica are the proud parents of 3 sons. A Northern California native and resident for over 38 years, Matt and his family live in Nevada City. He enjoys spending time with his family and friends. |
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| MKB Financial Services, Inc. 164 Maple Street, Ste. 1, Auburn, CA 95603 Tel: 530-823-2792 Fax: 530-820-1890 Email:mbaltz@investorscapital.com Securities Licensed associates of MKB Financial Services Inc. are Registered Representatives of Investors Capital Corporation. Securities are offered through Investors Capital Corporation. Member FINRA / SIPC. Advisory Services offered through Investors Capital Advisory. MKB Financial Services is not an affiliated entity of the Investors Capital Companies. Matt Baltz is Securities Licensed in CA, CO, IN, and TX; Insurance and Advisory Services Licensed in CA; CA Insurance License # 0B68328. Investors Capital and its representatives do not provide tax or legal advice. Please consult with the appropriate advisor regarding your personal situation prior to acting on any information. Registered Branch Office located at 164 Maple Street, Ste. 1, Auburn, CA 95603. Office of Supervisory Jurisdiction located at 230 Broadway East, Lynnfield, MA 01940. |
Representative,
Investors Capital Corporation
FINRA Series 6, 7, 63, 24 & 66
California Life and Annuity
Licensed
| Planning, Investment Advisor, Investment Adviser Northern California and Placer and Sacramento counties with offices in Auburn and Nevada City Financial Planning in Auburn, Financial Planning in Roseville, Financial Planning in Nevada City, Financial Planning in Grass Valley, Financial Planning in Truckee, Financial Planning in Folsom, Financial Planning in Rocklin, Financial Planning In Sacramento, Financial Planning in Northern California, Financial Planning in California Financial Planner in Auburn, Financial Planner in Roseville, Financial Planner in Nevada City, Financial Planner in Grass Valley, Financial Planner in Truckee, Financial Planner in Folsom, Financial Planner in Rocklin, Financial Planner In Sacramento, Financial Planner in Northern California, Financial Planner in California Financial Advisor in Auburn, Financial Advisor in Roseville, Financial Advisor in Nevada City, Financial Advisor in Grass Valley, Financial Advisor in Truckee, Financial Advisor in Folsom, Financial Advisor in Rocklin, Financial Advisor In Sacramento, Financial Advisor in Northern California, Financial Advisor in California, Financial Advisor in Placer County, Financial Advisor in Nevada County Financial Adviser in Auburn, Financial Adviser in Roseville, Financial Adviser in Nevada City, Financial Adviser in Grass Valley, Financial Adviser in Truckee, Financial Adviser in Folsom, Financial Adviser in Rocklin, Financial Adviser In Sacramento, Financial Adviser in Northern California, Financial Adviser in California, Financial Adviser in Placer County, Financial Adviser in Nevada County MKB, Matt Baltz, Jess Hudson, Auburn, Placer County, Placer, Nevada City, Grass Valley, Roseville, Rocklin, Financial Services, Investment Advisors, Retirement Planning, Estate Planning, Broker, registered representative, insurance agent |