NetworkยทVenture Capital

Matson Financial Advisors, INC.

Unclaimed

๐Ÿ“ DANBURY, CT

Venture Capital
www.matsonfinancialadvisors.com โ†—

SEC CRD #801-61439

About

Financial Planning & Wealth Management --> Financial Planning Employee Benefits Wealth Management Financial Planning Employee Benefits Wealth Management Financial Planning Employee Benefits Wealth Management Matson Financial Advisors, Inc., a family-owned, fee-based financial planning firm focusing on all aspects of our client s financial life. As a Registered Investment Adviser firm, we embrace our fiduciary role in assessing each client s unique planning situation. Services We Provide Comprehensive Financial Planning A holistic approach to financial planning encompassing important aspects of your family s life. Wealth Management Aligning strategies for current and future financial assets with your long-term goals and objectives. Employee Benefits Helping business owners navigate options of your company s benefits best suited for your employees. Retirement Plans Assist employers in curating the appropriate retirement program and help guide participants. Learn More About Our Services Work With Our Team Since 1993, our family-owned financial planning firm has worked to educate clients, improving their financial knowledge to help them to make confident financial decisions. Our journey with a client begins with listening. Moving beyond the initial meetings, we work to develop a foundation of mutual trust, care, respect and honest dialogue. About Us Let's Get Started Contact Us We Use Cookies We use cookies to give you the best experience on our site. By continuing to browse, you

Key Contact

MM

MICHAEL MATSON

PRESIDENT

๐Ÿ“ž (203) 743-0131

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AUM

$519M

Location

DANBURY, CT

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