Main Office on Grand Traverse Bay in Traverse City, MI
Group Financial Services
Welcome to Matrix Group Financial Services.
We are located in Traverse City and serve all of Michigan
We are a family of companies providing
a broad range of financial services and products and diverse
expertise. Our independence allows us to shop for the right
products and services for our clients. Our experience
allows us to design and implement the right product or service
What We Do
We provide a full range of expertise with financial planning,
investments and insurance products for businesses, individuals and
Our Commitment To You
The depth of our knowledge
and experience qualifies us to give you first-class service
and guidance in determining your needs, setting your goals,
and developing long-range strategies to carry out your financial
We are dedicated to making your financial goals our primary
objective and are known throughout Michigan and the Midwest
for our service and integrity.
Our team of financial and business planners, insurance agents, stockbrokers, accountants and
estate planners will assist you in maintaining financial
growth and security for you, your family, and your business.
Contact us today to schedule your personal consultation.