Financial Planning, Investment Advisor, Mutual Funds, Expert Witness, Life Health, & Group Insurance
Matrix Group Financial Services provides tailored benefit solutions with thoughtful strategic planning, valuable professional services and technology-based solutions that result in sustained client and employee satisfaction. Planning and protecting your Future is our primary Mission
Securities offered through Brooklight Place Securities, Inc.
1901 Butterfield Road, Suite 220
Downers Grove, Il 60515
(888) 976-0659
Member FINRA and SIPC
Brooklight Place Securities, Inc. and Matrix Group are not affiliated
Keywords: Financial Planning, Investment Advisor, Mutual Funds, Securities Expert Witness, Life Health, & Group Insuranceial Planning, Investment Advisor, Mutual Funds, Expert Witness for Securities, Life Health, & Group Insurance
Interview Q&A
How long have you been in business?
Matrix Group was formed in 1974.
What is your primary product or service?
We provide a full range of services including employee benefits, financial and retirement planning, products and services for individuals and groups. Our emphasis is on goal-based planning and building the future.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
The deregulation and diversification of the financial services industry has created service and planning deficiencies as the industry moved to asset accumulation rather than planning and services. We are proud to offer personalized service tailored to our clients' needs and objectives.
How do you differentiate yourself from other businesses in your category and area?
We differentiate ourselves from other businesses in our category by our planning. We help people assemble their future goals then we begin the planning.
How many locations do you have and do you have plans to expand?
We have six locations throughout northern Michigan.
Provide detailed directions to your location
Our main office is located at 4620 N US 31 North, Traverse City, MI 49686. We are just north of Holiday Hills, past the fudge shop.
What type of payments do you accept?
We accept all payment types.
Which areas do you service?
We are a Michigan company committed to Michigan with a goal to service our customers wherever they move.
Who owns your company or runs daily operations?
Joel Magner is the President and owner of Matrix Group.
What are your hours of operation?
8:30 to 5:00 pm Monday through Friday.
What is the best compliment anyone can give you?
Working with us has changed a person's life, wealth and happiness.
What is your favorite quote or Bible verse?
Plan before acting.