Mattson Financial Services

Mattson Financial Services is a financial planner in Waco, TX, offering personalized retirement, tax, and multi-generational planning for individuals, families, young professionals, and business owners. Serving clients across West Texas and surrounding communities, the firm specializes in creating comprehensive financial strategies through its proprietary Mattson Map process, which integrates wealth, health, and legacy planning. With a 5.00 rating, the firm is recognized for its client-focused approach and deep expertise in retirement readiness, estate preservation, and tax-efficient wealth management. Their services include financial needs analysis, income planning, beneficiary reviews, Medicare guidance, and coordinated tax strategy, all tailored to each client’s unique life stage and goals.

The firm emphasizes a culture of care and collaboration, built on strong personal relationships and a team-driven philosophy. Known as "Money Mentors," the professionals at Mattson Financial bring generations of experience combined with modern innovation to help clients build the life they want to live. Each team member contributes a personal value called “My Heartitude,” reflecting their commitment to honest communication and client-centered service. The team includes financial advisors, tax specialists, paraplanners, and administrative staff who work in concert to deliver cohesive, long-term financial clarity. The firm’s in-house tax preparer supports annual tax planning and long-term strategies, ensuring alignment between financial and tax goals.

Located on Bosque Boulevard in the fourth floor of a commercial building, Mattson Financial Services sits just a short distance from key local landmarks. The office is about 0.1 miles from the West Waco Library and North Valley Mills Drive, and approximately 0.4 miles from the Waco Civic Theatre and Lake Air Drive. It lies within a half-mile radius of Bosque Boulevard, a major thoroughfare in the area, placing it in close proximity to civic and cultural centers.

The firm stands out for its clean, search-engine-friendly website and consistently documented presence across digital platforms, making it easy to find and verify. Its online content is detailed, organized, and focused on client education, contributing to strong visibility in local and specialized financial searches. This digital clarity reinforces its reputation as a trustworthy, accessible advisor.

Mattson Financial Services is a trusted partner in Waco’s financial community, helping residents turn long-term aspirations into actionable plans, one family at a time.