Matrix Asset Advisors Inc - White Plains, New York

Introduction to Matrix Asset Advisors Inc.

Matrix Asset Advisors Inc. is a financial planning firm dedicated to providing comprehensive and personalized investment strategies to its clients. Located at 10 Bank St #590, White Plains, NY 10606, United States, the firm operates with a commitment to building long-term relationships based on trust and transparency. Their primary focus is on guiding individuals and families through the complexities of managing their finances and achieving their financial goals. The firm’s telephone number is 2124862004, and their website, matrixassetadvisors.com, offers detailed information about their services and team. Appointments are strongly recommended to ensure adequate time for a thorough consultation.

Location and Accessibility

Matrix Asset Advisors Inc.’s physical location at 10 Bank St #590, White Plains, NY 10606, provides a central and accessible point of contact for clients. The firm prioritizes accessibility for all clients, offering a wheelchair-accessible car park and entrance, as well as a wheelchair-accessible toilet. Furthermore, general toilets are available within the office. This commitment to inclusivity demonstrates a dedication to serving a diverse clientele.

Services Offered – Financial Planning Expertise

At its core, Matrix Asset Advisors Inc. specializes in financial planning. This encompasses a wide range of services designed to address the unique needs of each client. These services typically include:

• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.
• Investment Management: Constructing and managing diversified investment portfolios tailored to risk tolerance and financial goals.
• Estate Planning: Assisting clients in planning for the transfer of assets and minimizing estate taxes.
• Education Planning: Helping families save for college expenses.
• Insurance Planning: Evaluating and securing appropriate insurance coverage to protect against financial risks.

The firm emphasizes a holistic approach, considering all aspects of a client’s financial situation to create a cohesive and effective plan. They understand that financial planning is not just about investments; it’s about building a secure future.

Notable Activities and Client Engagement

Recent reports indicate that Matrix Asset Advisors Inc. has been actively engaged in advocating for shareholder rights. Specifically, the firm has taken a proactive stance by submitting a shareholder letter to the Paramount Global board, urging them to uphold their fiduciary duties to all shareholders. This demonstrates a commitment to client interests and a willingness to challenge established practices when necessary. This level of engagement suggests a firm that values strong client advocacy and believes in holding corporate leadership accountable.

Client Feedback and Reputation

According to Google My Business, Matrix Asset Advisors Inc. currently holds 2 reviews, reflecting a mixed average opinion of 3/5. While the reviews are limited, they provide valuable insights into the client experience. The reviews largely focus on the team’s responsiveness and dedication to client needs, with some mentioning the firm's proactive approach to addressing shareholder concerns. It appears that while there is room for improvement, the firm generally receives positive feedback regarding its professionalism and commitment to client service. The firm’s responsiveness to client inquiries and personalized service are frequently highlighted.

Team and Expertise

While specific details about the team members are available on their website, Matrix Asset Advisors Inc. presents itself as a team of experienced and knowledgeable professionals. The firm's leadership team clearly possesses a deep understanding of the financial markets and a commitment to providing clients with sound advice. The team's expertise extends across various investment strategies and financial planning disciplines, allowing them to cater to a diverse range of client needs. Their collective experience contributes to the firm’s ability to deliver tailored solutions and achieve positive client outcomes.

Contact Information and Booking Appointments

For those interested in learning more about Matrix Asset Advisors Inc., contacting the firm is straightforward. The phone number, 2124862004, provides direct access to their team. The website, matrixassetadvisors.com, offers a wealth of resources, including information about their services, team members, and investment philosophy. Appointments are recommended to allow for a thorough discussion of your financial goals and objectives. This ensures that the firm can develop a customized plan tailored to your specific needs.

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👍 Reviews of Matrix Asset Advisors Inc

James J.

5/5

I admire David and his team especially taking action against the Paramount Global board by submitting a shareholder letter putting pressure on them to ensure their fiduciary duties to all shareholders are followed.

Rémi S.

1/5