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The Power of Experience

We are a financial services firm committed to helping our clients take control of their financial future. For over 60 years, we have devoted ourselves to learning about our client’s financial goals and aspirations. During that time we have, and we continue to provide an unprecedented level of service that is customized for each individual client. 

Our company is built on a solid foundation of excellent client service and our willingness to know and understand the investment world.

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Individual Financial Planning:

Corporate Sponsored Retirement Plans:

At Mattar Financial, we are your one-stop-shop for corporate sponsored retirement plans, as well as health and ancillary benefit plans. Our team of highly certified consultants will provide you with an annual in-depth analysis of your benefits to ensure the current plan is right for your company's wants and needs. We also work as an extension of your HR team to provide your employees with a complete understanding of their benefit plans and are their main point of contact throughout the entire process. We are excited to show you how our exceptional support and resources can make a positive impact on your team!

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Individual Financial Planning:

Individual Financial Planning:

At Mattar Financial, we take pride in helping clients reach their financial goals. Therefore, we offer every single client and prospect a personalized financial consultation at no cost! This is just another layer of unprecedented service that we provide to all of our clients. Schedule your appointment with one of our financial representatives below!

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<b>Interested in a Specific Insurance Product:</b>

Interested in a Specific Insurance Product?

We have the ability to search the insurance market on your behalf. Being independent brokers allows us flexibility in finding solutions for you! Take a look throughout our variety of product offerings. If you are interested in a specific product, complete the form below to schedule an appointment and we will be in touch shortly to find the perfect product for you!

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<b>Looking for Individual Health Insurance:</b>

Looking for Individual Health Insurance:

Health Insurance has the potential to be one of your largest household expenses. It is very important that you take the time to understand your Health Plan. At Mattar Financial, our professionals work with you to find a plan that is right for your needs! Check out our Individual Health Insurance Quoting Page. Search through a variety of different carriers and get a free quote today - You can even apply right online!

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Meet Our Experienced Financial Professionals

Featured Content

<p>What Is My Current Cash Flow?</p>

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
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<p>A Fruitful Retirement: Social Security Benefit</p>

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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