Matthew James Financial Group
www.matthew-james.comMatthew James Financial is an independent wealth, tax, and income during retirement planning firm in Lafayette, Louisiana. We focus on the distribution phase of our clients’ financial lives by providing retirees and pre-retirees with helpful strategies for added security, consistency, and predictability in retirement using Tax Management as a foundation for making investment decisions.
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Matthew James Financial is an independent wealth, tax, and income during retirement planning firm in Lafayette, Louisiana. We focus on the distribution phase of our clients’ financial lives by providing retirees and pre-retirees with helpful strategies for added security, consistency, and predictability in retirement using Tax Management as a foundation for making investment decisions.
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Country
State
Louisiana
City (Headquarters)
Lafayette
Employees
1-10
Founded
2018
Social
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