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Business Profile

Financial Planning Consultants

Mattson Financial Services, LLC

About

About This Business

The team at Mattson Financial helps clients get to and through retirement.
Our planning team embraces their roles as fiduciaries by reviewing their current situations and acting within our clients’ interest. We offer custom plans and having a team to mentor you through all facets of your life. 

BBB Accredited Since: 12/5/2012

Years in Business: 37

Products and Services

401(k) Rollover Guidance, Health Insurance Planning, Medicare Planning, Multi-Generational Planning, Retirement Planning, Tax Planning

Photos and Videos

  • image description not provided by submitter

Business Details

Local BBB:
BBB of Michigan
BBB File Opened:
6/11/2010
Business Started:
1/3/1989
Business Incorporated:
1/13/2010
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mrs. Laurel Steward, President/CEO

Additional Contact Information

Principal Contacts
Mr. Gary Mattson, Managing Member
Customer Contacts
Mr. Gary Mattson, Managing Member
Mrs. Laurel Steward, President/CEO
Fax numbers
Primary Fax: (616) 805-5348
Additional Phone Numbers
Other Phone: (800) 536-8907

Additional Information

Other Resources
Michigan Department of Insurance & Financial Services (DIFS)
530 W Allegan Street, 7th Floor
Lansing MI 48933
Phone Number: 877-999-6442
https://www.michigan.gov/difs/about/contact-info
[email protected]

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