The Money Matrix
To provide personal advice to agricultural and those in small business with Integrity, Honesty and Authenticity. To assist in transitioning their businesses to their families or exit from their operations with greater wealth and prosperity from working with us. Whether you are starting a business, thinking of selling the farm, trying to develop a succession plan or needing to find those tax-effective strategies to catapult you to financial freedom. Let us know your story, and we will create the ending together.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- DN
David Nelson
Principal Adviser, the Money Matrix · Finance & Accounting
EmailPhone - CB
Connor Ballenden
Customer Service Officer · Customer/Client Service
EmailPhone - EO
Eileen Oregan Nelson
Client Relations & Brand Ambassador · Customer/Client Service
EmailPhone
Showing 3 of 4 verified contacts
Top roles at The Money Matrix
4 distinct titles indexed · top 4 shown.
- 1client relations & brand ambassador
- 1customer service officer
- 1financial advisor
- 1principal adviser, the money matrix
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