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Matthews Financial & insurance Solutions

Clear options, confident futures—insurance, finance, and retirement planning in Oakland.

5(4 reviews)
insurance
$$
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About

Matthews Financial & insurance Solutions in Oakland helps clients navigate insurance, finance, and retirement planning with clear, option‑driven guidance. Reviews praise Jason Matthews for his knowledge, approachable explanations, and willingness to discuss pros and cons to fit individual needs. The firm is noted for retirement planning and maximizing Social Security benefits, with flexible meeting options.

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Location

2100 Embarcadero E #105, Oakland, CA 94606, USA

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Services

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

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