News - February 2013
Our current Broker-Dealer,
MTL Equity Products, through which we offer securities products,
has been purchased by. Brooklight Place Securities, Inc. As of
March 1, 2013, we will offer securities products through
Brooklight Place Securities, Inc., a registered broker-dealer
and a member of FINRA and SIPC. We are excited about this change
because we have had a business relationship with the owner of
Brooklight Place Securities for many years when he was corporate
counsel for MTL Insurance Company and when he was the president
of MTL Equity Products Inc. He was a very important contributor
to our company’s development as we grew in our early years. He
was also instrumental in the formation and development of our
registered investment advisor, Matrix Advisories Inc.
We have been in contact with Brooklight Place Securities’
management during the transition process. The company’s focus
will be high quality customer service and convenient access to a
wide variety of investment products to offer you greater
solutions to satisfy your current and future needs.
Once the sale is complete, current securities clients will not
need to complete any additional paperwork. All of your
investments and account numbers will remain the same.
We believe the changes we are experiencing will make all our
futures brighter. Please call Joel Magner at (231) 938-3200 if
you have questions or concerns.
Joel G. Magner
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 families.
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.
Matrix Group Financial Service
4620 N US 31 N
Traverse City MI, 49686
Toll Free: (800) 782-0232
Call us, real people answer the phone at (231) 938-3200.
9:00AM-4:30 PM Eastern Standard Time.
We are here to help!
Brooklight Place Securities, Inc.
1200 Jorie Boulevard, Suite 210
Oak Brook, Illinois 60523
Member FINRA and
Brooklight Place Securities, Inc. and Matrix Group are not
Matrix Group and Matrix Surplus Agency, Inc are agents and insurance agencies for life and health insurance.