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    Matthew Whitson

    ChFC®


    Check the background of this investment professional on FINRA's BrokerCheck

    About Matthew

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Advisory services
    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    My personal belief about investment choices is that services and products should be explained in a way that helps you make educated, informed decisions in your best interest. I take pride in understanding your financial concerns and desires, then providing solutions aimed at accomplishing them. I am here to guide you toward building your financial future.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Matthew Whitson ChFC® is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc., Member SIPC, 5600 Blazer Parkway, Suite 100, Dublin, OH 43017, Tel: (614) 792-1463

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Ohio, South Carolina

    I am licensed to sell Securities Products in the following jurisdictions:
    Arizona, Florida, Georgia, Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

    Matthew Whitson ChFC®, Broadview Heights, OH

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