Matthews Financial & insurance Solutions
Contact Information
-
Address
2100 Embarcadero E #105, Oakland, CA, 75007 -
Phone
(510) 288-3268 -
Website
matthewsfinancial.net -
Google Reviews
5.0 out of 5 stars from 4 Google reviews
Location
About Matthews Financial & insurance Solutions
Matthews Financial & Insurance Solutions is a financial planner in Oakland, CA, serving professionals with customized financial strategies focused on retirement planning, investment management, tax planning, and debt management. The firm emphasizes a consultative approach to help clients achieve long-term financial goals, simplify their financial lives, and work toward a secure, worry-free retirement. With a strong commitment to excellence and client service, the firm provides personalized guidance tailored to the unique needs of high-earning professionals. It holds a 5.00 rating based on four reviews, reflecting a high level of client satisfaction.
The firm operates with a team-based model, led by Gregory Matthews, CFP®, who has specialized in financial planning since 1995. The team prioritizes independence and objectivity, ensuring recommendations are client-focused rather than tied to specific product lines. Services are delivered through a structured process that includes planning, execution, and ongoing follow-up, with an emphasis on anticipating challenges professionals face. The firm also offers educational content on topics such as retirement contributions, tax efficiency, and behavioral finance, supporting clients in making informed decisions.
Located on Embarcadero E, the firm sits just a short distance from the Embarcadero and the British Marina, with the Dennison Street Bridge and Oakland Marinas, Central Basin nearby. It is also within a half-mile of the Nimitz Freeway, placing it in close proximity to key transportation routes and waterway access points.
The firm is recognized for its well-documented online presence and a website optimized for clarity and accessibility, supporting strong digital visibility. Its focus on client education, independence, and personalized service has established a reputation for reliability and trust within the Oakland financial services community.
Matthews Financial & Insurance Solutions stands as a trusted partner for professionals in Oakland seeking a purpose-driven, secure financial future.
Score Summary
BizScoreAI scanned the website matthewsfinancial.net on May 14, 2026. Matthews Financial & insurance Solutions has a BizScore of 62 out of 100.
- AI Visibility50 out of 100
- SEO76 out of 100
- Google rating5.0 out of 5
Website audit sub-scores (out of 100): On-Page 42, Technical 85, Content 100.
Strengths: 5 checks passed. Q&A Content, llms.txt, AI Crawler Access, XML Sitemap, About/Team Page.
Areas to improve: 8 checks. FAQPage Schema (failed), Organization Schema (failed), Speakable Schema (failed), Meta Description (failed), AI-Parseable Headings (failed), BreadcrumbList (warning), AggregateRating (warning), Author Signals (warning).
More Financial Planner in Oakland, California
- Mariner of OaklandBizScore 71
- Jubilee Tax & Financial SolutionsBizScore 67
- Ella Financial Advising LLCBizScore 66
- Edelman Financial Engines of OaklandBizScore 61
- Tiffany Groode FinancialBizScore 58
- LampPost PlanningBizScore 51
- Merrill Lynch Wealth Management of OaklandBizScore 51
- CressetBizScore 36
- Infinity Financial ServicesBizScore 36
Browse: Businesses in Oakland, CA · Financial Planner in California · Businesses in California
AI engine reads
Read by AI engines 1 time in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this business