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Matson & Cuprill

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Financial ServicesFlag of USCincinnati, Ohio, United States1-10 Employees

Key Contact at Matson & Cuprill

Flag of US

Joe Matson

President

Company overview

Headquarters7361 East Kemper Road, Suite B, Cincinnati, Ohio 45249, US
Phone number+15135637526
Websites
NAICS52
Keywords
Risk Management, Tax Planning, Financial Education, Retirement Income Planning, Asset Allocation & Protection, Financial & Estate Planning, Retirement & Estate Planner, Wealth Coach & Advisor
Founded2002
Employees1-10
Socials

About Matson & Cuprill

Dan Cuprill is Owner of Matson & Cuprill, LLC, a wealth coaching and advisory firm located in Cincinnati, Ohio. With over 200 clients and $175,000,000 under management, they guide professionals and retirees toward achieving and maintaining life long financial independence. Unique in that they are one of the very few local firms that teach Free Market Investment Strategy, Matson & Cuprill, LLC utilize an approach based on sixty years of Nobel Prize winning research. It is comprised of three elements: 1. The belief that free markets work 2. Modern Portfolio Theory 3. The Three Factor Method Every client is first coached, and then provided with a detailed strategy based on their stated goals and objectives. We live in a world of financial chaos: market volatility, information overload, and unlimited financial products from which to choose. Matson & Cuprill, LLC is dedicated to educate, coach and help clients discover and achieve their true purpose for money.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Matson & Cuprill has never raised funding before.

Matson & Cuprill Tech Stack

Discover the technologies and tools that power Matson & Cuprill's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Gravity Forms

Form builders

WP Rocket

WP Rocket

Caching

Swiper

Swiper

JavaScript libraries

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Popup Maker

Popup Maker

WordPress plugins

Frequently asked questions

Matson & Cuprill is located in Cincinnati, Ohio, US.
You can reach Matson & Cuprill at +15135637526.
Matson & Cuprill was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.
Matson & Cuprill has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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