Money Matters Financial Services
$400
Starting price
It’s free, with no obligation to book
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About
Here at Money Matters Financial Services, We are a nationwide remote company, specifically specializing in Retirement planning strategies with $100k minimum investment, to fast track your Retirement in 5-8 years. We specialize in financial planning, Insurance (Life and Health), and Business Coaching and Taxes. Our focus is quality. I will take the time to make sure you are 100% happy.
Overview
Serves Lincoln, NE
Background checked
6 employees
17 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Check, Credit card, Google Pay, PayPal, Stripe, and Zelle.
Social media
Services offered
Service needed
Filing status
Sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Annual revenue
Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Exceptional 5.0
7 reviews
5
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Read reviews that mention:
Tammy Lynn P.
Aug 23, 2023
We loved working with Andrea! She knows what she is doing and explained things in a way that helped us actually understand where our money goes and the best tax situations for us. She answered all our questions in a timely matter. I would recommend her to anyone needing help with their taxes or learning how best to save money for the further.
Valerie H.
Jul 28, 2023
Andrea was very transparent as to what she does; what is expected and getting things done in a timely manner! I am greatly appreciative of the work she has done in handling my taxes! Thanks Andrea!
Money Matters Financial Services's reply
Thank you. I appreciate your business!!!
Qui'Ara H.
Aug 2, 2023
The quality in her service(s) is amazing. Definitely a person to rely on and can be very understanding and relatable. Last but not least, the services she provides, and even recommends, is fair and not so overwhelming to understand.
Marion R.
Jul 29, 2023
She was Honest, dependable and she knows her stuff. She is willing and able to make the customer comfortable with the process. All of my questions where answered and if I have any more questions she's just a call away. Thank you Andrea Poston
Money Matters Financial Services's reply
Thank you so much for your review and supporting my business. I appreciate your business!!
Marla H.
Jul 28, 2023
Very good customer service and helpful with my financial needs. I highly recommend.
Money Matters Financial Services's reply
Thank you Marla! your business is greatly appreciated. I look forward to continue our journey working together.
Credentials
Background Check
Andrea Poston