Matson Financial Advisors, Inc Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

Matson Financial Advisors, Inc. operates in the financial services sector as a registered investment adviser focused on providing tailored financial guidance to both individual and corporate clients. The firm emphasizes individualized attention and independent recommendations designed to support clients’ financial security, while upholding a fiduciary standard of care and a commitment to protecting confidential information. Based in Danbury, Connecticut, the team positions itself to address clients’ unique circumstances through professional services offered under its advisory license, with securities distributed through Cetera Wealth Services, LLC, which is a separate entity. The company serves a small professional practice footprint, highlighting a client-centered approach that combines personalized advisory services with a formal framework for fiduciary responsibility. A recent development noted is its affiliation with Cetera Wealth Services for securities, underscoring its place within a broader network of financial services providers.

Find Matson Financial Advisors, Inc employees' phone numbers or email addresses

Matson Financial Advisors, Inc Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Matson Financial Advisors, Inc's Leadership

  • Stylized image of a person
    M. M.
    President
    Phone icon
  • Stylized image of a person
    J. P.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    K. M.
    Associate
    Phone icon
  • Stylized image of a person
    C. L.
    Analyst
    Phone icon
  • Stylized image of a person
    S. S.
    Insurance Broker
    Phone icon
  • Stylized image of a person
    H. S.
    Service Advisor
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  • Stylized image of a person
    N. D.
    Neuroscience Program Coordinator
    Phone icon
  • Stylized image of a person
    J. S.
    Phone icon

Matson Financial Advisors, Inc Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other
  • Community & Social Services

Contact profiles from Matson Financial Advisors, Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. M.
    President
    Phone icon
    United StatesConnecticut
    May 29, 2026
  • Stylized image of a person
    J. P.
    Director Of Operations
    Phone icon
    United StatesConnecticut
    Mar 24, 2026
  • Stylized image of a person
    K. M.
    Associate
    Phone icon
    Apr 15, 2026
  • Stylized image of a person
    C. L.
    Analyst
    Phone icon
    United StatesConnecticut
    Oct 21, 2025
  • Stylized image of a person
    S. S.
    Insurance Broker
    Phone icon
    Jun 02, 2026
  • Stylized image of a person
    H. S.
    Service Advisor
    Phone icon
    United StatesNew York
    Oct 18, 2024
  • Stylized image of a person
    N. D.
    Neuroscience Program Coordinator
    Phone icon
    UNITED STATES
    Mar 09, 2023
  • Stylized image of a person
    J. S.
    Phone icon
    UNITED STATES
    Mar 09, 2023

Frequently Asked Questions

What is Matson Financial Advisors, Inc known for?

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Matson Financial Advisors, Inc was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 4 Mountainview Terrace Suite 104 Danbury, Connecticut 06810 United States; you can contact the main corporate office by phone at . Explore Matson Financial Advisors, Inc's company overview page for more information.

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

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

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

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Matson Financial Advisors, Inc has approximately 6 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Matson Financial Advisors, Inc's key employees and leadership?

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As of May 2026, Matson Financial Advisors, Inc's key employees include:

  • President: M. M.
  • Director Of Operations: J. P.
  • Associate: K. M.
  • Analyst: C. L.
  • Insurance Broker: S. S.

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