We take a more

conservative approach to your investments.

Mattson Financial Services is a family-run business led by three brothers with 110-years of combined experience; who naturally build personal relationships with all their clients; caring for each individual, not just in their financial matters, but also their personal journey. The Mattsons specialize in retirement accounts. We’d love to get to know you.

We are a close-knit family.

“We are a close-knit family always desiring to achieve and working hard to do so. My dad always had a positive attitude and never believed in the word “can’t.” He could motivate others to use their God-given talents to be the best that they could be.

Five members of the Mattson Family at Mattson Financial Services, in Texas

The two newest members
of Mattson Financial Services,
Carlyn Mattson Davis and Spencer Davis

So, here we are: Three brothers and their extended family who think alike, work alike and strive to succeed alike, in anything that we put our minds and efforts into. We built that attitude into a business we founded forty-plus years ago. One thing I can add is that every one of our clients benefit from that same close-knit feeling. We end up relating to you in a natural, caring way.”

Blake Mattson of Mattson Financial Services in Waco, TX

Blake C. Mattson, CFP

Co-Owner

The Mattsons specialize in retirement accounts.

The Mattson Brothers seek attractive interest rates that are available in the marketplace, and provide conservative opportunities for those who are retired or are retiring soon.  401(k) and Retirement Plan Rollovers/Transfers are a large part of their business. With a combined experience of over 110 years, the Mattson Brothers welcome the opportunity to assist you with your financial goals.

...and we love to have fun!

Supporting Baylor Bears athletics is a decades-old family tradition. Not only that, but Mattson Financial Services — through both service and financial contributions — sponsor organizations, schools, and families in our community, with hopes to bring joy and cherished memories to those we care for.  Our goal is to make as many positive impressions as we can, that will last a lifetime.

Blake Mattson in his classroom during a financial foundation workshop

Blake Mattson in his classroom
during a Financial Foundation workshop

The path to retirement can be complex, so we help you handle the details, and bring you peace of mind.

Explore our retirement planning services...

401(k) Rollovers

Annuities

Certificates of Deposit