Mattson Financial Services LLC

Overview

Mattson Financial Services LLC is a financial advisory firm based in Kentwood, Michigan, specializing in retirement planning and investment management. The firm offers a range of services, including financial planning, portfolio management for individuals and small businesses, and selection of other advisors. They also publish periodicals and newsletters to keep clients informed about the latest financial trends and provide educational seminars and workshops to enhance clients' financial knowledge. The firm's fee-only structure ensures that clients receive unbiased advice without any conflicts of interest. The team at Mattson Financial Services is dedicated to helping clients achieve their financial goals and providing excellent customer service. They embrace their role as fiduciaries by reviewing clients' current situations and acting in their best interests, offering custom plans and mentoring clients through all facets of their lives. The firm has been in business for over 40 years and is registered to service clients in Michigan, Florida, and Texas. The firm's leadership includes Managing Member Gary Mattson and President/CEO Laurel Steward. It is accredited by the Better Business Bureau with an A+ rating and has been in business since 1989. They offer services such as 401(k) rollover guidance, health insurance planning, Medicare planning, multi-generational planning, retirement planning, and tax planning.

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