About Matthew Crocker
Matthew J. Crocker
Owner & Principal Advisor, Crocker Financial
Matthew helps families, professionals, entrepreneurs, and business owners make clearer decisions about protecting income, preparing for retirement, and building a legacy with purpose. His approach is personal, educational, and grounded in faith, integrity, and long-term relationships.
Licensed in OH · SC · SD · VA · TN · IN
About Me
Protection should begin with understanding
Matthew founded Crocker Financial to give people a more personal way to explore insurance and financial protection strategies. Instead of starting with a product, he starts with the person: what matters to them, what they are responsible for, and what they want their family or business to be able to carry forward.
Based in Kent, Ohio, Matthew works with Crocker Financial’s clients through a straightforward process built around education, honest conversation, and ongoing support. Crocker Financial partners with Symmetry Financial Group and provides access to more than 30 insurance carriers, allowing recommendations to be considered across a broad range of available solutions.
Faith is central to Matthew’s view of stewardship and service. His goal is to help each client understand their options, ask better questions, and move forward with confidence—without pressure or one-size-fits-all promises.
“Help families build wealth with purpose, protect what matters, and plan for generations—all with faith at the center.”
— Crocker Financial mission
How Matthew Helps
Guidance for today’s responsibilities and tomorrow’s goals
Family & Income Protection
Life insurance, mortgage protection, disability coverage, critical illness protection, and final expense options designed around the risks a household wants to address.
Retirement & Legacy Planning
Educational guidance focused on retirement income considerations, estate-planning coordination, tax efficiency, and strategies for transferring values and resources across generations.
Business & Entrepreneur Needs
Protection conversations for owners and professionals who want to consider business continuity, family security, and the financial impact of an unexpected illness, disability, or death.
Purpose-Driven Strategies
Access to specialized programs, including Debt Free Life and SmartStart, for clients exploring ways insurance may support debt reduction, education funding, or future business opportunities.
Who Matthew Serves
Advice shaped around real people and real responsibilities
Every conversation begins with the client’s circumstances, priorities, and state-specific options. Matthew commonly works with people who value clear education, thoughtful planning, and a relationship they can return to as life changes.
- Families and multi-generational households
- New homeowners with a mortgage
- Christian professionals and entrepreneurs
- Small business owners
- High-net-worth individuals and families
- People preparing for retirement or legacy decisions
Contact Matthew
Start with a conversation
If you have questions about protecting your family, mortgage, income, retirement goals, or legacy, contact Matthew directly. You can ask questions, share what you are trying to solve, and decide whether a consultation makes sense.
Frequently Asked Questions
Questions about working with Matthew
Where is Matthew Crocker based?
Matthew is based in Kent, Ohio. He is licensed in Ohio, South Carolina, South Dakota, Virginia, Tennessee, and Indiana. Product availability and requirements vary by state.
What can Matthew help me evaluate?
Matthew can help you explore life insurance, mortgage protection, disability and critical illness coverage, final expense solutions, retirement income considerations, and legacy-focused strategies. Recommendations depend on your needs, eligibility, state, and available carrier products.
Does Crocker Financial work with more than one insurance company?
Yes. Crocker Financial provides access to more than 30 highly rated insurance carriers, helping clients compare suitable options rather than relying on a single carrier.
How do I contact Matthew?
Call (330) 778-9488 or email matthewcrocker@crockerfinancialllc.com. You may also use the online quote request page if you are ready to share basic coverage needs.
