Financial Services  |  Business Group Plans  |  Estate Planning     

Financial Services

Matrix Insurance Agency, Inc. will help you design and implement wealth accumulation, asset protection and tax-savings opportunities.

Some of our services include:

  • Retirement Planning
  • Asset Allocation
  • College Funding/529 Plans
  • Investment Planning


    *Our agency does not provide legal or tax advice. For specific legal or tax advice based on your situation, please contact your attorney of tax advisor.

Securities products and services are offered through Park Avenue Securities LLC (PAS) Two Ravinia Drive, Suite 750, Atlanta GA, 30346, (770) 390-2600.  Matrix Insurance Agency is not an affiliate or subsidiary of PAS.
PAS is a member FINRA/SIPC.


Quote's, Information & Tools
        www.finra.org



 
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Note: As stated in our "Terms of Service" (TOS) agreement, descriptions of insurance coverage on this web site are for informational purposes only and may not apply, or be included on your policy. Please contact us to confirm coverage provided on your insurance policy or policies your are contemplating purchasing.