Mathis Financial Services

Mathis Financial Services When it comes to understanding your complex financial planning needs, you need a reliable agent on your team.

With over 30 years of financial planning experience, Bernard Mathis Financial Mathis Financial Services is here for you.

MARK YOUR CALENDARS!You’re cordially invited to attend my 4-part Seminar Series on Retirement. Each seminar will focus o...
09/13/2022

MARK YOUR CALENDARS!

You’re cordially invited to attend my 4-part Seminar Series on Retirement. Each seminar will focus on answering important questions related to Retirement planning.

This is an interactive session so please bring all your questions.

The seminars will be hosted via Zoom and links to each session will be posted on this page.

I look forward to seeing you there!

Seminar Dates:
Part 1: Saturday, September 24, 2022
Part 2: Saturday, October 15, 2022
Part 3: Saturday, October 29, 2022
Part 4: Saturday, November 12, 2022

08/24/2022

Hello ladies, Here is a bad question: If your husband were to pass, should you pay the house off,replace the old car?. I am hosting a workshop Financial Information Women Need To Know on this Saturday at 10am. Go to Mathis Financial Services on Facebook. Join us with Zoom or on the Phone .

08/23/2022

Hello, I will be hosting a workshop titled (Financial Information Women Need To Know). I tried to host this meeting two weeks ago but due to technical problems it didn't go well. I am redoing the workshop on this Saturday August 27th at10am Central Time. Please come to my page for the Zoom link. Topics: Divorce,Getting Remarried, Financial Advisors, Social Security, Long-term Care, Money, Investing, What Happens if My Husband Passes and Wills. See you Saturday.

06/07/2022

Hello. Today is a great day. Dow Jones is positive. My question of the day is your money guaranteed during a down market. CALL MATHIS FINANCIAL SERVICES (334-467-1108).LET'S TALK ABOUT IT.

06/06/2022

Did the Market give you heartburn in the last minutes today .Well, if your account had your principal guaranteed, today would be like any other day . No worries!Call Mathis Financial Services (334-467-1108). Let's talk about your principal being insured against Market LOSS.

04/04/2022

What is the greatest fear of a retiree??.The Market or a Health Scare. I can't change Health Scares but I can help with the Market Fear . Call Mathis Financial Services. Let's talk about it (334-467-1108)

03/14/2022

Part 3 of the Retirement Series will take place on Saturday, March 26 at 10AM. Tune in via Zoom. The link to the seminar will can be found pinned to this page. I look forward to speaking with you on March 26.

Hello, I was the guest speaker for the University of Alabama Birmingham Police department yesterday. I am doing a thre...
03/09/2022

Hello, I was the guest speaker for the University of Alabama Birmingham Police department yesterday. I am doing a three part series on choosing a retirement option and saving money to supplement their retirement..If you have a group needing someone to help your employees better understand their retirement plan please reach out to me (334-467-1108).

02/22/2022

Get peace of mind!

02/13/2022

MARK YOUR CALENDARS!

Part 2 of the Retirement Series will take place on Saturday, February 26 at 10AM. Tune in via Zoom. The link to the seminar will can be found pinned to this page. I look forward to speaking with you on February 26.

01/17/2022

MARK YOUR CALENDARS!

You’re cordially invited to attend a 4-part Seminar Series on Retirement. Each seminar will focus on answering important questions related to Retirement planning.

The workshops will be hosted via Zoom and links to each session will be posted on this page.

Seminar Dates:
Part 1: Saturday, January 29, 2022
Part 2: Saturday, February 26, 2022
Part 3: Saturday, March 26, 2022
Part 4: Saturday, April 30, 2022

Come prepared with any questions! We look forward to seeing you there.

Address

4144 Carmichael Road
Montgomery, AL
36106

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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