Matson Financial Advisors

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

4 Mountainview Ter Ste 104, Danbury, Con...

Phone Number

(203) 743-0131

Revenue

$5.4 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
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1

About Matson Financial Advisors

Matson Financial Advisors is a caring team of service professionals dedicated to meeting the financial goals of our individual and corporate clients. We offer individual attention and tailor our advice to the unique circumstances of every client. Our licensed and experienced staff offers superior client service. The advice we give is independent, free from the ulterior motives that surface in corporate agendas. We succeed in developing a thorough knowledge of our clients and utilize this intimate understanding to devise plans to help achieve client goals. Ultimately, our independent solutions help to provide financial security and peace of mind. We strive to provide each client with a broad spectrum of information regarding any recommended investment opportunity or insurance solution. We recognize that it is our professional responsibility to respect and protect the privacy of confidential information. We are proud of our ability to maintain the trust and confidence of our clients. AsRead more
Matson Financial Advisors's Social MediaPopular Searchesmatson financial advisors IncMatson Financial Advisors1920 Group LLCFinancial Advisors IncWilson David T Financial StrategiesSIC Code 62,628NAICS Code 52,523Show more

Matson Financial Advisors Org Chart

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JP
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Director, Operations

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LB
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Receptionist

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DC
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Administrative Assistant

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MK
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Registered Administrative Assistant

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Compare insights from companies similar to Matson Financial Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Matson Financial Advisors

$5.4M
11-50
Private
-
1993
JP
Jessely PinedaDirector, Operations
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1995
SJ
Shontez JonesDirector, Safety
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Matson Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Matson Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Matson Financial Advisors.

Matson Financial Advisors Tech Stack

A closer look at the technologies used by Matson Financial Advisors

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Frequently Asked Questions Regarding Matson Financial Advisors

What is Matson Financial Advisors's official website?
Matson Financial Advisors's official website is www.matsonfinancialadvisors.com
What is Matson Financial Advisors's Revenue?
Matson Financial Advisors's revenue is $5.4 Million
What is Matson Financial Advisors's SIC code?
Matson Financial Advisors's SIC: 62,628
What is Matson Financial Advisors's NAICS code?
Matson Financial Advisors's NAICS: 52,523
How many employees does Matson Financial Advisors have?
Matson Financial Advisors has 11-50 employees
What industry does Matson Financial Advisors belong to?
Matson Financial Advisors is in the industry of: Finance, Insurance, Securities Trading
What is Matson Financial Advisors competition?
Matson Financial Advisors top competitors include: Copper Canyon Wealth Management, Vertex Capital Advisors, Sachs Financial Servic, Murphy Wealth Management
What technology does Matson Financial Advisors use?
Some of the popular technologies that Matson Financial Advisors uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact Matson Financial Advisors?
Matson Financial Advisors contact info: Phone number: (203) 743-0131 Website: www.matsonfinancialadvisors.com
What does Matson Financial Advisors do?

Matson Financial Advisors is a caring team of service professionals dedicated to meeting the financial goals of our individual and corporate clients. We offer individual attention and tailor our advice to the unique circumstances of every client. Our licensed and experienced staff offers superior client service. The advice we give is independent, f... ree from the ulterior motives that surface in corporate agendas. We succeed in developing a thorough knowledge of our clients and utilize this intimate understanding to devise plans to help achieve client goals. Ultimately, our independent solutions help to provide financial security and peace of mind. We strive to provide each client with a broad spectrum of information regarding any recommended investment opportunity or insurance solution. We recognize that it is our professional responsibility to respect and protect the privacy of confidential information. We are proud of our ability to maintain the trust and confidence of our clients. As a firm, Matson Financial Advisors is committed to total client satisfaction. We believe that technology will not and cannot replace the role of a trusted investment and insurance advisor, but that it can enhance that relationship when employed properly. Technology will continue to play a vital role in enhancing the communication link with our clients and strategic partners. Notably, our clients come to us primarily through referrals from existing clients and respected local professionals. Since 1993, we have continually proven our success in forging long-term, trusting client relationships that form the core of our business.Read More

What are Matson Financial Advisors social media links?
Matson Financial Advisors Linkedin page Matson Financial Advisors Twitter page
Is Matson Financial Advisors a public company?
Matson Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Matson Financial Advisors

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