I started this firm to be 100% independent with no sales quotas or company agendas, working for clients exclusively. Fair Disclosure: We will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts. Fair Management: We will fully disclose and fairly manage, in your favor, any unavoidable conflicts. Matles & Associates offers a complimentary, no obligation meeting to get acquainted and review your portfolio.
Services
Matles & Associates is a full service insurance agency that strives to deliver every C-Suite Executive's dream: Turnkey Solutions. HR Directors and Plan Administrators love us, too. Stop dreaming of access to most major investment companies, medical and commercial insurance carriers delivered with concierge care and service.
If you go to battle with the competition everyday, the way we do, then you want the best tools and information available to help you succeed. Stop playing defense and allow us to show you how Matles will help you gain a leg-up on the competition. Proactive Contact: We Help our clients meet the complex responsibilities of being a plan sponsor and fiduciary with a formal investment policy statement and clear investment monitoring strategies.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Reviews (2)
Charity Farrell
Jul 24, 2020
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I referred Robert Baytosh, of Matles & Associates to a very dear friend that was having trouble finding affordable insurance for his family. Money was tight as my friend was caring for his chronically ill wife and their two daughters. Robert was helpful, answered his questions, and offered solutions to meet not only his needs, but also his budget. Robert provided excellent service, and went above and beyond to help.
Jessica A.
Jan 05, 2015
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Working with Matles & Associates is a breeze! Why go direct to an insurance company when you can get expert advice and great customer service for the same price? I worked primarily with Robert Baytosh. He is extremely knowledgeable and is happy to help with any questions/issues you may have. If you are looking for someone to help with all of your corporate benefits give Robert at Matles & Associates a call.
