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Business Profile

Financial Planning Consultants

Robert A Matson, CLU, ChFC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

About

About This Business

Robert A. Matson, CLU, ChFC, is a financial planning and consulting company. The company provides retirement and estate planning for individuals and small businesses. The company was established in Massachusetts in 1989 and employs 2 people. Mr. Robert Matson is the Owner. Ms. Christine DiMartino is the Office Manager. Any questions or problems should be directed to the attention of Mr. Matson. The company is registered with the National Association of Securities Dealers, series #7, 63 and 24. The company is licensed by the Massachusetts Division of Insurance as an Insurance Advisor.

Years in Business: 36

Business Details

BBB File Opened:
12/9/1998
Business Started:
1/1/1989
Business Management:
Mr. Robert Matson, Owner
Number of Employees:
2

Additional Contact Information

Principal Contacts
Mr. Robert Matson, Owner
Customer Contacts
Mr. Robert Matson, Owner
Fax numbers
Primary Fax: (508) 376-2339
Additional Email Addresses
Primary: Email this Business
Social Media
Twitter

Additional Information

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