This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Matthews Financial & Insurance Solutions
- Financial Services
- Oakland, CA
About this business
Matthews Financial and Insurance Solutions strives to build trust and long term relationships with our clients. We take a very hands on approach to giving our clients the best risk strategies for their company and their employees by using out of the box strategies. Life Insurance Long Term Care Section 125 Plans 401k plan Key Person Insurance Executive Benefits Voluntary Products Individual Disability 412e Plans SEP Simple IRA's Matthews Financial & Insurance Solutions specialize in tax strategies and retirement planning. Ou... read more
Location details
240 3rd St, Oakland, CA, 94607, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Jason Matthews help me in planning my retirement social security benefits. I feel confident in my retirement plan and would recommend this organization to others.
Matthews financial & Insurance solutions guided me through the financial crisis that may occur after retirement and help me in maximizing my social security benefits after retirement. I do recommend friends and family who are thinking about retiring soon!
Jason is very knowledgeable in this field and he has a way of explaining things and is open to responding to all your questions, that puts you at ease. This is a great working relationship for me. Jason’s methods are to share all options, discuss pros and cons to assist you in making decisions that you are comfortable with. He’s very flexible regarding meeting dates, times and locations. He has a great sense of humor, especially because I feel that finances can be a serious and daunting topic.i am very pleased with the servi... read more
Frequently asked questions about Matthews Financial & Insurance Solutions
How is Matthews Financial & Insurance Solutions rated?
Matthews Financial & Insurance Solutions has a 5 star rating with 4 reviews.
When is Matthews Financial & Insurance Solutions open?
Matthews Financial & Insurance Solutions is closed now. It will open at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com