Matrix Wealth Management
A trusted wealth management firm, composed of uniquely qualified, values-driven professionals working as a cohesive team to solve the financial challenges of our individual, family and business clients. We provide advising and planning for your Risk Management (all Insurance lines), Business Planning, including Commercial Insurance and Employee Benefits and, Financial Planning, Investments, and Real Estate.
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Verified contacts
3
available on Kipplo
LinkedIn employees
1
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- BB
Buck Bandura
President · General Business & Management
EmailPhone - MC
Mike Chrysler
Managing Partner · General Business & Management
EmailPhone
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Top roles at Matrix Wealth Management
3 distinct titles indexed · top 3 shown.
- 1managing partner
- 1president
- 1telle calling
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