Matrix Financial, LLC Employee Directory

Q: How many employees does Matrix Financial, LLC have currently?

Matrix Financial, LLC has approximately 7 employees.

Matrix Financial, LLC is a tax and consulting firm serving high net worth individuals, privately held businesses and non-profit organizations. 

We provide a variety of services including:
•	Tax Preparation 
•	Tax Planning
•	Personal Financial Planning
•	IRS and State Audit Representation
•	Domestic Relations Consulting and Forensic Accounting
•	Monthly Bookkeeping Services
•	Payroll Reporting

Our primary goal is to provide insightful advice to enable our clients to make informed financial decisions.  Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.  By combining our expertise, our experience and the energy of our staff, each client receives close personal and professional attention.

Find Matrix Financial, LLC employees' phone numbers or email addresses

Matrix Financial, LLC Global Highlights

North America
13

United States Of America
13

Asia
1

India
1

Matrix Financial, LLC's Leadership

G. L.
President
Mobile Phone
Email
L. H.
Partner
Mobile Phone
Email
J. S.
Managing Partner
Mobile Phone
Email
L. B.
Business Ownerfounder
Mobile Phone
Email
B. S.
Tax Manager
Mobile Phone
Email
Y. K.
Tax Manager
Mobile Phone
Email
S. R.
Tax Manager
Mobile Phone
Email
A. B.
Tax Manager
Mobile Phone
Email

Contact profiles from Matrix Financial, LLC

Name

Title

Contact Info

Location

Last Update

L. H.
Partner
Mobile Phone
Email
United StatesMassachusetts
Nov 11, 2025
J. S.
Managing Partner
Mobile Phone
Email
United StatesMassachusetts
Nov 13, 2025
G. L.
President
Mobile Phone
Email
Oct 21, 2024
L. B.
Business Ownerfounder
Mobile Phone
Email
Oct 18, 2024
B. S.
Tax Manager
Mobile Phone
Email
United StatesMassachusetts
Nov 11, 2025
Y. K.
Tax Manager
Mobile Phone
Email
United StatesMassachusetts
Aug 02, 2025
S. R.
Tax Manager
Mobile Phone
Email
United StatesMassachusetts
Oct 23, 2025
A. B.
Tax Manager
Mobile Phone
Email
United States
May 09, 2025
R. B.
Tax Coordinator
Mobile Phone
Email
United StatesMassachusetts
Jul 27, 2024

Frequently Asked Questions

What is Matrix Financial, LLC known for?

Matrix Financial, LLC operates in the Accounting industry. The company's main headquarters is located in 60 Walnut St., Wellesley, MA, US; you can contact the main corporate office by phone at

+1-781-943-****

. Explore Matrix Financial, LLC's company overview page for more information.

What is Matrix Financial, LLC's most common email format?

Matrix Financial, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Matrix Financial, LLC email formats with LeadIQ.

How many employees does Matrix Financial, LLC have currently?

Matrix Financial, LLC has approximately 7 employees as of October 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Matrix Financial, LLC's key employees and leadership?

As of October 2025, Matrix Financial, LLC's key employees include:

President: G. L.
Partner: L. H.
Managing Partner: J. S.
Business Ownerfounder: L. B.
Tax Manager: B. S.

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