Josh Mattson, Financial Advisor located in New Brighton, MN

Financial Advisor
Josh Mattson

CFP®, AAMS®, CKA®
201 Silver Lake Rd N W Ste A, New Brighton, MN 55112opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Values and Faith Based Investing

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CKA®

    Certified Kingdom Advisor®

Personal Interests

  • Hunting
  • Golfing
  • Archery
  • Football
  • Active Lifestyle

Team Members

  • Shana Wenger
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(651) 633-8998

Fax

(888) 270-3409

Office Address

201 Silver Lake Rd N W Ste A
New Brighton, MN 55112opens in a new window

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