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Matthews Financial & insurance Solutions
Your trusted partner for financial security and retirement planning in Oakland.
5(4 reviews)
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insurance
insurance
financial-advising
Services Offered
Retirement Planning
Personalized strategies to maximize social security benefits and prepare for financial security after retirement.
Insurance Solutions
Comprehensive insurance coverage options tailored to protect your assets and family.
Financial Consulting
Expert advice on financial decisions, including pros and cons analysis for informed choices.
Social Security Optimization
Guidance on maximizing social security benefits to enhance retirement income.
Flexible Client Meetings
Convenient scheduling with options for dates, times, and locations to suit your needs.
Reviews
5(4 reviews)
Rating Distribution
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mariam rashid
via Google
about 1 year ago
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!
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Zara Ahmedvia Google
about 1 year ago
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.
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Arlene Hyltonvia Google
over 1 year ago
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 service I am receiving from Matthews Finance & Insurance Solutions
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Ronna Greenvia Google
over 1 year ago
