Matson Money - Mason, Ohio
Address: 5955 Deerfield Blvd, Mason, OH 45040.
Phone: 32048000.
Website: matsonmoney.com
Specialties: Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 4.2/5.
📌 Location of Matson Money
⏰ Open Hours of Matson Money
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Matson Money: A Comprehensive Overview
For individuals and families seeking expert investment services, Matson Money stands as a reliable and accessible resource. Located at 5955 Deerfield Blvd, Mason, OH 45040, and reachable at 32048000, Matson Money offers a personalized approach to financial planning and wealth management. Their website, matsonmoney.com, provides a wealth of information and allows for convenient contact.
Specialties at Matson Money revolve around tailoring investment strategies to meet specific client needs and goals. They don't offer a one-size-fits-all solution; instead, they prioritize understanding each client's risk tolerance, time horizon, and financial aspirations. This consultative approach distinguishes them within the competitive investment landscape. The firm specializes in a range of services, including retirement planning, portfolio management, and estate planning considerations, all designed to provide holistic financial guidance.
Other points of interest include the facilityâs commitment to accessibility. The entrance and parking lot are both wheelchair accessible, ensuring that individuals with mobility limitations can readily access the services provided. This dedication to inclusivity demonstrates a genuine concern for client comfort and convenience. Furthermore, the firm prides itself on maintaining a client-centric environment, fostering long-term relationships built on trust and transparency.
Opinions regarding Matson Money are overwhelmingly positive. The company currently holds 10 reviews on Google My Business, with an average opinion of 4.2/5. These reviews consistently highlight the firmâs knowledgeable advisors, personalized service, and commitment to client success. Clients appreciate the clarity with which investment strategies are explained and the proactive approach taken in managing their portfolios. Many reviewers specifically mention the importance of the teamâs responsiveness and willingness to address client concerns promptly and effectively.
Here's a breakdown of some recurring themes from the Google My Business reviews:
- Expert Advice: Clients frequently commend the advisors' expertise and ability to provide sound financial recommendations.
- Personalized Service: The individualized attention and tailored plans are consistently praised.
- Clear Communication: Reviewers appreciate the straightforward explanations of investment concepts and strategies.
- Trust and Reliability: Many clients express confidence in Matson Moneyâs integrity and commitment to their financial well-being.
- Responsive Team: The teamâs promptness in addressing client inquiries and concerns is a consistently positive attribute.
Key Features & Services Offered:
| Service | Description |
|---|---|
| Portfolio Management | Creation and ongoing management of diversified investment portfolios aligned with client goals. |
| Retirement Planning | Development of comprehensive retirement plans, incorporating tax-advantaged strategies and projections. |
| Investment Consulting | Providing unbiased advice and guidance on investment choices, risk management, and asset allocation. |
| Estate Planning | Collaboration with estate planning attorneys to integrate investment strategies into overall estate plans. |
| Financial Planning | Comprehensive financial planning services encompassing budgeting, cash flow analysis, and goal setting. |
Location and Accessibility: Matson Moneyâs location at 5955 Deerfield Blvd in Mason, Ohio, provides convenient access for clients in the greater Cincinnati area. The facilityâs commitment to accessibility is noteworthy, with both the entrance and parking lot designed to accommodate individuals with disabilities. This demonstrates a dedication to inclusivity and customer comfort. Nearby amenities include several restaurants and shopping centers, making it a convenient location for clients.
Contact Information: For inquiries or to schedule a consultation, prospective clients can contact Matson Money directly at 32048000. The website, matsonmoney.com, also offers convenient online contact forms and access to educational resources.
Overall Recommendation: Matson Money appears to be a strong contender for individuals seeking professional investment guidance. The combination of personalized service, experienced advisors, and a commitment to accessibility creates a positive client experience. With a solid 4.2/5 rating based on Google My Business reviews, itâs clear that the firm prioritizes client satisfaction. Considering the firm's focus on building long-term relationships and providing comprehensive financial planning services, Matson Money is a worthwhile consideration for anyone looking to enhance their financial security and achieve their long-term goals. The firm's dedication to inclusivity, as evidenced by its accessible facilities, further solidifies its reputation as a client-focused organization. Those seeking a trustworthy and knowledgeable partner in their financial journey should definitely explore the services offered by Matson Money.
👍 Reviews of Matson Money
