Investment Advisory Services
Mathies Financial Partners
About
About This Business
Products and Services
Mathies Financial is home to the MYFIT Process, a time tested process that helps families have a healthy relationship with money, while also helping them discover their true purpose for money, which leads to their true purpose for life.
Business Details
- Local BBB:
- BBB Great West + Pacific
- BBB File Opened:
- 5/17/2022
- Business Started:
- 4/17/2008
- Business Incorporated:
- 7/21/2012
- Type of Entity:
- Corporation
- Alternate Names:
- Prestige Wealth Management, Inc.
- Business Management:
- Mr. Jeff Mathies, President/CEO
Additional Contact Information
- Principal Contacts
- Mr. Jeff Mathies, President/CEO
- Customer Contacts
- Mr. Jeff Mathies, President/CEO
- Additional Phone Numbers
- Other Phone: (719) 434-3939
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Additional Information
- Business Categories
- Investment Advisory Services, Investment Management
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