Matrix Group Financial Services

Our Main Office on Grand Traverse Bay in Traverse City, MI

Matrix Group Financial Services

Welcome to Matrix Group Financial Services. We are located in Traverse City and serve all of Michigan and beyond.

We are a family of companies providing a broad range of financial services and products and diverse expertise. Our independence allows us to shop for the right products and services for our clients. Our experience allows us to design and implement the right product or service for you.

What We Do

We provide a full range of expertise with financial planning, investments and insurance products for businesses, individuals and families.

Our Commitment To You

The depth of our knowledge and experience qualifies us to give you first-class service and guidance in determining your needs, setting your goals, and developing long-range strategies to carry out your financial objectives.

We are dedicated to making your financial goals our primary objective and are known throughout Michigan and the Midwest for our service and integrity.

Our team of financial and business planners, insurance agents, stockbrokers, accountants and estate planners will assist you in maintaining financial growth and security for you, your family, and your business.

Contact us today to schedule your personal consultation.

Matrix Group Financial Service
4620 N US 31 N
Traverse City MI, 49686
Phone: (231) 938-3200
Toll Free: (800) 782-0232

Call us, real people answer the phone at (231) 938-3200. 
9:00AM-4:30 PM  Eastern Standard Time.
We are here to help!

Privacy Statement

Securities offered through Brooklight Place Securities, Inc.
1901 Butterfield Road, Suite 220
Downers Grove, Il 60515
(888) 976-0659

Member FINRA and SIPC  |  FINRA's Brokercheck
Investment Advisory Services offered through Interactive Financial Advisors, Inc. Brooklight Place Securities, Inc., Matrix Group and Interactive Financial Advisors, Inc. are not affiliated.
Matrix Group and Matrix Surplus Agency, Inc are agents and insurance agencies for life and health insurance.