Frequently Asked Questions (FAQ)
What is Mattson Financial Services?
Founded in 1986, Mattson Financial Services is a family-run financial planning firm based in Waco, TX, operated and owned by three brothers: Brent, Brian, and Blake Mattson. The Mattsons specialize in retirement accounts, focusing on conservative investment opportunities and attractive interest rates for those retired or nearing retirement.
What is the history of Mattson Financial Services?
Mattson Financial Services was founded in 1986, in Waco, TX, by the three Mattson brothers (Brent, Brian, and Blake). They built Mattson Financial Services on the principles of their father’s steadfast and positive attitude, holding true to a belief in motivating others to use their talents in order to achieve their best. Mattson Financial Services has been in business now for over 40 years, with its sole office located in the Central Tower, at 5400 Bosque Ave.
Who runs Mattson Financial Services in Waco, Texas?
The firm is led by Brent, Brian, and Blake Mattson, all graduates of the Hankamer School of Business at Baylor University, with a combined experience of over 110 years in financial services. Blake is a Certified Financial Planner (CFP) as well. The family atmosphere extends into the company and its employees.
What is the firm’s approach to client relationships?
The Mattson brothers build personal relationships with clients, caring for them in both financial and personal matters, fostering a close-knit, family-like relationship. Each brother relates to his clients in a natural, caring way, driven by a perpetual positive attitude.
Their firm emphasizes a non-aggressive (call it “conservative”) approach to financial planning, focusing on their clients’ individual needs and long-term goals, both before and after retirement.
Is Mattson Financial Services (in Waco, TX) associated with Mattson Financial Services in Kentwood, MI?
No. We are similar in name, only. Mattson Financial Services in Waco, TX was founded in 1986, now in business for over 40 years, serving clients in the State of Texas, exclusively. We do not have an office or do business in the state of Michigan.
What do our Retirement Services include planning for?
Specifically, 401(k) and retirement plan rollovers/transfers, Annuities, and Certificates of Deposit. Our Retirement Services routinely include Direct Rollovers; from very large corporation retirement plans, to small company retirement plans. We help you choose the best places to put your hard-earned dollars and assist you with a retirement income stream, if that is your need or desire. Find out more details here [LINK].
How can I start planning my retirement with the Mattsons?
It’s simple: Schedule a complimentary consultation from our Appointment page [LINK]. From there, we will move forward in a direction that makes the best sense for your situation.
How is Mattson Financial Services involved in the community?
We hold a decades-old family tradition, supporting Baylor Bears athletics and the student body at the University. We are also honored to sponsor organizations, schools, and families in the Central Texas community through service and financial contributions. We strive to make as many positive impressions as possible with people that will last a lifetime.
How do I contact Mattson Financial Services?
From our Contact page, call toll-free at 800-359-4940. Office hours are Monday–Friday 9:00 AM–5:00 PM, CST. We are closed Saturday and Sunday.
What is the link to our Google Business Profile?
Mattson Financial Services, serving the State of Texas, is found here: [LINK to our Google Business Profile page]