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Business Profile

Financial Services

Mathis Financial Corporation
BBB Accredited BusinessA+Rated by BBB
Visit Website(954) 635-5180Email BusinessWrite a Review

About

Overview

Mathis Financial Corporation

1560 Sawgrass Corporate Pkwy Ste 400

Sunrise, FL 33323-2855

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See Hours
Operating Hours
By Appt. Only
By Appt. Only
By Appt. Only
By Appt. Only
By Appt. Only
By Appt. Only
Closed

BBB Accreditation & Rating

Mathis Financial Corporation is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Mathis Financial Corporation

BBB Accredited Since: 2/28/2025

Years in Business: 9

Products and Services

Accidental Policies, Annuities, Asset Preservation, Budgeting, Business Planning, Cancer Coverage, Charitable Trusts, Critical Illness Plans, Debt Reduction, Deferred Annuities, Dental Plans, Estate Planning, Final Expense Insurance, Financial Advisory, Financial Planning, Fixed Annuities, Fixed Index Annuities, Hearing Plans, Heart Attack Coverage, Hospital Indemnity Plans, Immediate Annuities, Indexed Universal Life, Investing Consulting, Life Insurance, Long-Term Care, Long-Term Care Annuities, Medicare, Medicare Advantage Plans, Mortgage Protection, Portfolio Management, Premium Finance, Prescription Drug Coverage, Retirement Income Planning, Retirement Planning, Risk Assessment, Risk Mitigation, Special Needs Plans, Special Needs Trusts, Split Dollar Agreements, Stroke Coverage, Supplemental Insurance, Tax Mitigation, Tax-Efficient Strategies, Term Life Insurance, Variable Annuities, Vision Plans, Wealth Management, Whole Life Insurance

Business Details

Local BBB:
BBB Serving Southeast Florida & the Caribbean
BBB File Opened:
2/12/2025
Business Started:
1/3/2017
Business Started Locally:
1/3/2017
Business Incorporated:
1/3/2017
Type of Entity:
Corporation
Alternate Names:
Legacy Financial Partners
Business Management:
Ms. Olga L. Mathis, Director

Additional Contact Information

Principal Contacts
Ms. Olga L. Mathis, Director
Additional Email Addresses
Primary: Email this Business
Social Media

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.

BBB records show a license number of W136414 for this business, issued by Florida Dept of Financial Services. The expiration date of this license is 11/30/2026.

Florida Dept of Financial Services

Website

BBB records show a license number of W135343 for this business, issued by Florida Dept of Financial Services

Florida Dept of Financial Services

Website

Additional Information

Business Categories
Financial Services

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.