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    Matrix Financial, Llc

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    Description

    • Matrix Financial, LLC is a certified public accounting and business consulting firm serving high net worth individuals, privately held businesses and non-profit organizations. We provide a variety of services including:Tax Preparation Tax PlanningPersonal Financial PlanningIRS and State Audit RepresentationDomestic Relations Consulting and Forensic AccountingMonthly Bookkeeping ServicesPayroll ReportingOur primary goal is to provide insightful advice to enable our clients to make informed financial decisions. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. By combining our expertise, our experience and the energy of our staff, each client receives close personal and professional attention.
    • location

      Headquarters:60 Walnut St Ste 302, Wellesley Hills, Massachusetts, United States

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    • Matrix Financial, Llc phone

      Phone Number: +1 781-943-4100

    • Matrix Financial, Llc website

      Website: https://www.matrixtax.com

    • Matrix Financial, Llc employees

      Employees:6

    • Matrix Financial, Llc revenue

      Revenue:$1 - 10M

    • Matrix Financial, Llc legal name

      Legal Name:Matrix Financial, Llc

    • Matrix Financial, Llc's Social Media

      Matrix Financial, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 541219  |

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    Person level website identification

    Partner for Matrix Financial, Llc

    Leanna Polidoro

    Partner

    Person level website visitor identification

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    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Leanna Polidoro

    Partner

    Carl Alviti

    Partner

    John Solon

    Managing Partner

    Shammi Kapoor

    Director

    Kelvin Summers

    Managing Director

    Frequently Asked Questions regarding Matrix Financial, Llc

    • Where are Matrix Financial, Llc's Headquarters?

      Matrix Financial, Llc's Headquarters are in 60 Walnut St Ste 302,Wellesley Hills,Massachusetts,United States

    • What is Matrix Financial, Llc's phone number?

      Matrix Financial, Llc's phone number is +1 781-943-4100

    • What is Matrix Financial, Llc's official website?

      Matrix Financial, Llc's official website is https://www.matrixtax.com

    • What is Matrix Financial, Llc's Revenue?

      Matrix Financial, Llc's revenue is $1 - 10M

    • What is Matrix Financial, Llc's NAICS code?

      Matrix Financial, Llc's NAICS code is 541219

    • How many employees are working in Matrix Financial, Llc

      Matrix Financial, Llc has 6 employees

    • What is Matrix Financial, Llc's Industry?

      Matrix Financial, Llc is in the industry of Accounting

    • Who is Matrix Financial, Llc's Partner?

      Matrix Financial, Llc's Partner is Leanna Polidoro

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