Broker Check


Travis Mattson

1140 Highway 315, Suite 203
Wilkes Barre PA 18711
P 859.957.7188
F 570.796.7684
Travis.Mattson@MeridianFinancialAssociates.com
Connect on LinkedIn
Connect on Facebook

<strong>Philosophy</strong>

Philosophy

The client experience is at the core of everything.  We offer tailored financial concepts and strategies to enhance the lives of our clients, their families and/or businesses.

<strong>Culture</strong>

Culture

MFA operates with a strong and diverse team of financial services professionals, who embrace healthy entrepreneurism, with client relationships coming second only to a healthy family-life/work balance.

<strong>Process</strong>

Process

Help each client identify their objective and foundation; strengthen and protect them by incorporating ideas and concepts that align with a clear plan; then continually assess and adjust the plan, as necessary, to stay on target.

ABOUT ME

When does Financial Failure occur?

The most common occurrences are by high interest rates on debt, taxes, inflation or unplanned living expenses.

Severe, devastating occurrences are contributed by income coming to a halt by the loss of a job, significant injury, an illness, or an early death.

At the center of all occurrences is your income. Your income is your most precious financial resource.

People hire my team and I to formulate an action plan that addresses and alleviates the threats present in their financial lives. Our priority is to avoid financial failure on your path to success.

Time to schedule a review or spend some time examining your finances? Have a question? 
Fill out this form to get in touch with Travis.

Thank you!
Oops!

AN INTEGRATED APPROACH TO A GREAT FINANCIAL LIFE

INTERACTIVE FINANCIAL RESOURCES

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Learn More
Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
Learn More
Managing Your Lifestyle

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.
Learn More

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement.
It talks about health care costs, income stability, and the burden of debt
and is designed to help your clients know the recipe for success in retirement.