Mattson Financial Services

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

3226 28th St SE Ste 2, Grand Rapids, Mic...

Phone Number

(616) 514-3831

Revenue

<$5 Million

Industry

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

About Mattson Financial Services

Mattson Financial Services is an independent, family-owned financial advisory firm based in West Michigan, dedicated to helping clients navigate their financial journeys. They offer a range of services including retirement planning, tax planning, multi-generational planning, and Medicare assistance, tailored to meet the needs of pre-retirees, retirees, individuals, young professionals, families, and business owners. The firm emphasizes building strong personal relationships and creating customized wealth and health strategies through their exclusive Mattson Map experience. With a commitment to education and empowerment, they provide resources like a book on retirement planning and a radio program called Money Mentors.Explore more
Mattson Financial Services's Social MediaPopular SearchesMattson Financial Services LLCMattson Financial ServicesMattson FinancialMattson Financial Services IncMattson EnterprisesSIC Code 62,628NAICS Code 52,523Show more

Mattson Financial Services Org Chart

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Laurel Steward, President at Mattson Financial Services
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mattson Financial Service...

<$5M
11-50
Private
<$5M
1989
$7.2M
11-50
Private
-
-
$6.4M
1-10
Private
-
2002
AB
Adam BlyeDirector, Marketing
<$5M
11-50
Private
<$5M
2011
KG
Kimberly GuidaVice President
<$5M
1-10
Private
-
-
IA
Isaac AnsleyManager, Operations
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2011
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Mattson Financial Services financials insights

Gather financial insights about Mattson Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$47K

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Mattson Financial Services Tech Stack

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Frequently Asked Questions Regarding Mattson Financial Services

What is Mattson Financial Services's official website?
Mattson Financial Services's official website is www.mattsonfinancial.com
What is Mattson Financial Services's Revenue?
Mattson Financial Services's revenue is <$5 Million
What is Mattson Financial Services's SIC code?
Mattson Financial Services's SIC: 62,628
What is Mattson Financial Services's NAICS code?
Mattson Financial Services's NAICS: 52,523
How many employees does Mattson Financial Services have?
Mattson Financial Services has 11-50 employees
What industry does Mattson Financial Services belong to?
Mattson Financial Services is in the industry of: Finance, Securities Trading
What is Mattson Financial Services competition?
Mattson Financial Services top competitors include: Copper Canyon Wealth Management, The Holland Group, Pacific Group Advisors, Rubino and Liang
What technology does Mattson Financial Services use?
Some of the popular technologies that Mattson Financial Services uses are: RackSpace Cloud DNS, Eploy, Google Cloud Web Serving, Engage ATS
How do I contact Mattson Financial Services?
Mattson Financial Services contact info: Phone number: (616) 514-3831 Website: www.mattsonfinancial.com
What does Mattson Financial Services do?

Mattson Financial Services is an independent, family-owned financial advisory firm based in West Michigan, dedicated to helping clients navigate their financial journeys. They offer a range of services including retirement planning, tax planning, multi-generational planning, and Medicare assistance, tailored to meet the needs of pre-retirees, retir... ees, individuals, young professionals, families, and business owners. The firm emphasizes building strong personal relationships and creating customized wealth and health strategies through their exclusive Mattson Map experience. With a commitment to education and empowerment, they provide resources like a book on retirement planning and a radio program called Money Mentors.Read More

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

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