MF
Matthews Financial & insurance Solutions
Your trusted partner for financial security and retirement planning in Oakland.
5(4 reviews)
insurance
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Your trusted partner for financial security and retirement planning in Oakland.
Matthews Financial & Insurance Solutions is a premier insurance agency and financial consultancy based in Oakland, CA, dedicated to helping individuals and families achieve financial peace of mind. Led by the knowledgeable and approachable Jason Matthews, we specialize in retirement planning, social security benefits optimization, and comprehensive insurance solutions. With a 5-star rating from satisfied clients, we offer personalized guidance, flexible meeting options, and clear explanations to make complex financial topics accessible. Whether you're planning for retirement or seeking insurance coverage, we provide tailored strategies to secure your future.
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Personalized strategies to maximize social security benefits and prepare for financial security after retirement.
Comprehensive insurance coverage options tailored to protect your assets and family.
Expert advice on financial decisions, including pros and cons analysis for informed choices.
Guidance on maximizing social security benefits to enhance retirement income.
Convenient scheduling with options for dates, times, and locations to suit your needs.
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!
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.
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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