Insights

Client-Centric Approach Matson Financial Advisors emphasizes personalized and independent financial advice tailored to individual and corporate client needs, presenting an opportunity to promote advanced client relationship management tools or CRM solutions that enhance personalized service delivery.

Regulatory Focus As a Registered Investment Adviser committed to fiduciary standards, the company values regulatory compliance and trust, indicating potential interest in compliance management software, cybersecurity solutions, or secure data handling tools.

Tech Adoption The company's use of technologies like Amazon S3, Cloudflare, and Google Analytics suggests openness to modern cloud and analytics tools, opening doors for sales of cloud infrastructure, cybersecurity, or data analytics services to optimize operations.

Market Positioning With a revenue range of 1 to 10 million and a staff size under 50, Matson Financial Advisors is positioned as a small to mid-sized firm, potentially seeking scalable financial technology solutions, marketing platforms, or operational efficiencies to support growth.

Competitive Landscape Competing with notable firms like MassMutual and Fidelity, the firm is part of a highly competitive industry that could benefit from innovative advisory tools, client acquisition solutions, or branding services to strengthen its market presence and client trust.

Matson Financial Advisors, Inc Tech Stack

Matson Financial Advisors, Inc uses 8 technology products and services including Amazon S3, Unpkg, Open Graph, and more. Explore Matson Financial Advisors, Inc's tech stack below.

Amazon S3

Content Delivery Network

Unpkg

Content Delivery Network

Open Graph

Content Management System

Cloudflare

Content Management System

Font Awesome

Font Scripts

HSTS

Security

YouTube

Video Players

Google Analytics

Web Analytics

Matson Financial Advisors, Inc Email Formats	Example	Percentage
First@matsonfinancialadvisors.com	John@matsonfinancialadvisors.com	50%
First@matsonfinancialadvisors.com	John@matsonfinancialadvisors.com	50%

Matson Financial Advisors, Inc Email Formats

Example

Percentage

First@matsonfinancialadvisors.com

John@matsonfinancialadvisors.com

50%

First@matsonfinancialadvisors.com

John@matsonfinancialadvisors.com

50%

Frequently Asked Questions

Where is Matson Financial Advisors, Inc's headquarters located?

Matson Financial Advisors, Inc's main headquarters is located at 4 Mountainview Terrace, Suite 104. The company has employees across 1 continents, including North America.

What is Matson Financial Advisors, Inc's phone number?

You can contact Matson Financial Advisors, Inc's main corporate office by phone at

+1-203-743-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Matson Financial Advisors, Inc's official website and social media links?

Matson Financial Advisors, Inc's official website is matsonfinancialadvisors.com and has social profiles on LinkedIn.

What is Matson Financial Advisors, Inc's NAICS code?

Matson Financial Advisors, Inc's NAICS code is 52 - Finance and Insurance.

How many employees does Matson Financial Advisors, Inc have currently?

As of December 2025, Matson Financial Advisors, Inc has approximately 11 employees across 1 continents, including North America. Key team members include President: M. M.Director Of Operations: J. P.Associate: K. M.. Explore Matson Financial Advisors, Inc's employee directory with LeadIQ.

What industry does Matson Financial Advisors, Inc belong to?

Matson Financial Advisors, Inc operates in the Financial Services industry.

What technology does Matson Financial Advisors, Inc use?

Matson Financial Advisors, Inc's tech stack includes Amazon S3UnpkgOpen GraphCloudflareFont AwesomeHSTSYouTubeGoogle Analytics.

What is Matson Financial Advisors, Inc's email format?

Matson Financial Advisors, Inc's email format typically follows the pattern of First@matsonfinancialadvisors.com. Find more Matson Financial Advisors, Inc email formats with LeadIQ.

When was Matson Financial Advisors, Inc founded?

Matson Financial Advisors, Inc was founded in 1993.

Matson Financial Advisors, Inc

Q: What technology does Matson Financial Advisors, Inc use?

Matson Financial Advisors, Inc's tech stack includes Modernizr, Amazon S3, Express, Open Graph, Cloudflare Bot Management.

Financial ServicesConnecticut, United States11-50 Employees

Matson Financial Advisors, Inc. is a caring team of professionals dedicated to meeting the financial goals of our individual and corporate clients.  We offer individual attention and tailor our advice to the unique circumstances of every client.  Ultimately, our independent recommendations help to provide financial security. 

We recognize that it is our professional responsibility to respect and protect the privacy of confidential information. We are proud of our ability to maintain the trust and confidence of our clients. As a Registered Investment Adviser firm, Matson Financial Advisors, Inc. is committed to the Fiduciary Standard of Care.


Advisory services offered through Matson Financial Advisors, Inc., a registered investment adviser. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Insights

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