Mattson Financial Services

My wife and I met with Mr. Mattson for our "first date" with his firm. The meeting is very organized and our details and desires were considered during that session. Gary does a great job of detailing how they work to help meet the customer's financial management goals. Any questions are fully answered regarding costs, procedures, and how they will assist clients in managing their goals and overall financial details (wealth management, tax implications, and estate considerations). Most detailed meeting any such type of business has ever done when we have been looking for finding a firm to assist with our future financial management plans. Very low key and straight forward businesslike approach. Much different that typical "financial planners" who are looking to only sell or push a product.