Matson Money - Scottsdale, Arizona

Matson Money: A Premier Investment Service

For individuals and families seeking a sophisticated and personalized approach to wealth management, Matson Money stands as a distinguished provider of investment services. Located at 18760 N Pima Rd, Scottsdale, AZ 85255, United States, and easily accessible via a wheelchair-accessible entrance and car park, Matson Money offers a unique and inspiring environment designed to foster trust and long-term financial success. Their commitment extends beyond simply managing investments; they prioritize building enduring relationships with their clients, grounded in transparency and proactive communication. The company’s phone number is 5132048000, and their website, matsonmoney.com, provides comprehensive details about their services and philosophy.

Core Services and Philosophy

Matson Money distinguishes itself through a holistic approach to financial planning. They don’t just offer a range of investment products; they craft customized strategies tailored to each client’s specific goals, risk tolerance, and time horizon. Their expertise spans various asset classes, including stocks, bonds, mutual funds, and alternative investments. A key element of their philosophy revolves around the concept of building a ‘financial fountain’ – a sustainable source of wealth that can support long-term financial security and aspirations. This approach emphasizes not just accumulating assets, but also preserving and growing them responsibly.

Location and Accessibility

The Scottsdale location at 18760 N Pima Rd provides a convenient and professional setting for clients. Beyond its accessibility features, the office space itself is notable, described by many as ‘museum-like’ and ‘absolutely stunning,’ featuring impressive architectural details like a Statue of Young David prominently displayed. This thoughtfully designed environment reflects the company’s commitment to quality and attention to detail, contributing to a sense of confidence and trust. The staff’s dedication to creating a welcoming and accommodating atmosphere is frequently highlighted in client feedback.

Client Testimonials and Reputation

Based on positive feedback, Matson Money consistently receives high ratings. Google My Business reviews reveal an average opinion of 4.4/5, demonstrating a strong level of client satisfaction. Clients often praise the staff’s dedication, proactive approach, and friendly demeanor. One client particularly noted the efforts of Katherine, emphasizing her helpfulness and accommodating nature. The overarching sentiment suggests that clients feel valued, informed, and supported throughout their financial journey. The ‘financial fountain’ concept resonates strongly, conveying a vision of long-term prosperity and sustainable wealth creation. It's evident that the company strives to cultivate a genuine connection with its clients, moving beyond a purely transactional relationship.

Key Features and Benefits

• Personalized Investment Strategies: Each client receives a tailored plan aligned with their individual needs.
• Comprehensive Financial Planning: Services extend beyond investments to encompass retirement planning, estate planning, and tax optimization.
• Experienced Professionals: The team comprises seasoned financial advisors with a deep understanding of the market.
• Transparent Communication: Clients receive regular updates and clear explanations of their investments.
• Client-Focused Approach: Building long-term relationships based on trust and mutual respect.

Further Information

Matson Money is dedicated to providing a superior investment service experience. Their commitment to client satisfaction, coupled with their impressive facilities and knowledgeable team, makes them a compelling choice for those seeking a trustworthy and forward-thinking financial partner. The company’s philosophy of building a ‘financial fountain’ provides a clear roadmap for achieving long-term financial goals. For more information, please visit their website at matsonmoney.com or contact them directly at 5132048000.

👍 Reviews of Matson Money

Second I.

5/5

Wow! Museum like financial offices. Absolutely stunning and inspiring Statue of Young David at the threshold of his legend! Dedicated, proactive toward investors a credit to their industry. Friendly accommodating and a joy to interact with the staff. Especially Katherine. North Scottsdale off Pima Rd and legacy drive. I highly recommend this company and it's philosophy toward building your financial fountain. Nuff said...

Sophal P.

5/5

The Best company! The company stands for all people to understand the science and the behavior of economics. All their employees and coaches are well-trained to deliver high-integrity performance! Mark, the company's CEO, sees the best in people and expects the best out of them. When you have a chance to attend one of the American Dream Events, your life will never be the same. You will walk away with a sense of purpose if you don't have one. If you do have one, you will elevate your purpose in life. Matson Money wants you to win! That is why the CSP Financial Group Team is proud to be its brand ambassador and help spread the good news of Matson Money to the consumer and world.

Greg B.

5/5

Matson Money is a company that fulfills on their word. They provide great service to clients and make sure that they create an excellent experience at every touch point. They are in a great location and their building is impeccable. They have elevated the standard for what a money management company provides.

Mrs F.

5/5

Finally! An investment company that uses real science to back investment so that families can live the American Dream! No more gambling and guessing. Unlike most big banking and investment firms, no federal complaints. Look it up. Attend the American Dream experience, it blew my mind!!!

Nick C.

5/5

This company is excellent: Excellent trainings, Excellent buildings, and a highly competent team. I appreciate their stand for capitalism and the ideals of the American Dream.

Natalie C.

5/5

Did their Online American Dream Experience seminar and loved it! it was really insightful and helped me understand investing on a deeper level.

J C.

5/5

Incredible place. World class facility, people, and money management! You have to have a tour of this place. Never been anyplace like it.

Treya K.

5/5

Incredible people, and company. I discovered my true purpose for Money in the American Dream experience 2 day session on investing.