Chamber of Commerce

      Matson Financial Advisors, Inc.

      ( 2 Reviews )

      Matson Financial Advisors, Inc.
      • 4 Mountainview Terrace #104
        Danbury, CT 06810
      •   203-743-0131
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      Hours

      Wednesday:
      9:00 AM - 5:00 PM
      Thursday:
      9:00 AM - 5:00 PM
      Friday:
      9:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      3.0 - (2 reviews)
      1
      0
      0
      0
      1
      Read Our 2 Reviews

      Chamber Rating

      3.0 - (2 reviews)
      1
      0
      0
      0
      1
      › ‹
      • LaCresia Johnson

        Called as I was referred by Access Health CT to Susan Slater as a Broker. I am looking for help finding a policy for one of the members of my family. Im sure Sue Slater has some sort of contract with the State of CT however, when I called this am to receive help I did not get that. In fact I was turned away. Susan stated she was sorry but she did not have time to help me. At which then I responded she should contact access health to be removed from the list and she said she would do that. I will follow up with access health to be sure she is removed since she does not have the time to assist clients that call for a service she should be providing. 0/10 would not recommend. Plus she was a little snappy with me and seemed to be upset and have an attitude on the other end.
        Oct 6th, 2023

      • Richard H

        Despite the many changes in the economy, you won't find a better team managing your financial needs.
        Jan 17th, 2020

      Read Our 2 Reviews

      About
      Matson Financial Advisors, Inc.

      Wayne L. Locke, CFP of Matson Financial Advisors Inc. is Certified Financial Planner, Registered Representative and Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC (Cetera is under separate ownership from any other named entity). He has a broad background working in the community for over 25 years. Currently most of the relationships hes actively working with are affluent retirees, entrepreneurs, executives and affluent families through the life cycle of wealth accumulation, preservation, and distribution, developing specific strategies to mitigate taxes and protect and build assets.

      Contact Info

      Questions & Answers

      Q What is the phone number for Matson Financial Advisors, Inc.?

      A The phone number for Matson Financial Advisors, Inc. is: 203-743-0131.

      Q Where is Matson Financial Advisors, Inc. located?

      A Matson Financial Advisors, Inc. is located at 4 Mountainview Terrace #104, Danbury, CT 06810

      Q What is the internet address for Matson Financial Advisors, Inc.?

      A The website (URL) for Matson Financial Advisors, Inc. is: https://www.matsonfinancialadvisors.com/

      Q How big is Matson Financial Advisors, Inc.?

      A Matson Financial Advisors, Inc. employs approximately 20+ people.

      Q What days are Matson Financial Advisors, Inc. open?

      A Matson Financial Advisors, Inc. is open:
      Wednesday: 9:00 AM - 5:00 PM
      Thursday: 9:00 AM - 5:00 PM
      Friday: 9:00 AM - 5:00 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 9:00 AM - 5:00 PM
      Tuesday: 9:00 AM - 5:00 PM

      Q How is Matson Financial Advisors, Inc. rated?

      A Matson Financial Advisors, Inc. has a 3.0 Star Rating from 2 reviewers.

      Hours

      Wednesday:
      9:00 AM - 5:00 PM
      Thursday:
      9:00 AM - 5:00 PM
      Friday:
      9:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM

      Related Categories

      Ratings and Reviews
      Matson Financial Advisors, Inc.

      Overall Rating

      Overall Rating
      ( 2 Reviews )
      1
      0
      0
      0
      1
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      LaCresia Johnson on Google

      image Called as I was referred by Access Health CT to Susan Slater as a Broker. I am looking for help finding a policy for one of the members of my family.
      Im sure Sue Slater has some sort of contract with the State of CT however, when I called this am to receive help I did not get that. In fact I was turned away.
      Susan stated she was sorry but she did not have time to help me. At which then I responded she should contact access health to be removed from the list and she said she would do that.
      I will follow up with access health to be sure she is removed since she does not have the time to assist clients that call for a service she should be providing.
      0/10 would not recommend. Plus she was a little snappy with me and seemed to be upset and have an attitude on the other end.

      Business Response on Google Oct 13th, 2023
      I did connect with LaCresia to confirm she was able to obtain insurance coverage and invited her to reach out to me directly if she needs further assistance. Thanks, Michael Matson.

      Richard H on Google

      image Despite the many changes in the economy, you won't find a better team managing your financial needs.

      Overall Rating

      Overall Rating
      ( 2 Reviews )
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      0
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      1

      Write a Review

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