MATTAR FINANCIAL CORP - Key Persons
Job Titles:
- Registered Representative
Dennis is a Licensed Registered Representative with Sigma Financial Corporation and an Investment Advisor Representative with Sigma Planning Corporation, a Registered Investment advisor. He is a graduate of Lawrence Technological University, earned a Master's Degree in Business Administration from the University of Michigan and is an Accredited Investment Fiduciary (AIF). Throughout his 40+ years in the profession, Dennis has focused on employer retirement plans, wealth planning, investment implementation, and estate planning. He is known for delivering individualized attention to his clients, and specialized insight to his clients to ensure he exceeds their expectations. Dennis' personal interests include spending time with his family, reading, philosophy, history and enjoying the beautiful Michigan outdoors.
Job Titles:
- Registered Representative
Fred is a Licensed Registered Representative with Sigma Financial Corporation and is a key financial consultant for our firm. He focuses on developing personal relationships and maintaining a healthy connection between Mattar Financial Corporation and his clients. Fred has been recognized for his skill in providing financial advice, as well as his ability to closely monitor and analyze market trends. He has been instrumental in continuing to build both our employer and individual retirement plan programs. Fred is a proud graduate of Grand Valley State University, and when he is not assisting clients, you can find him out of the golf course or spending time with his friends and family.
Steve is a Partner and President of Mattar Financial Corporation, where he started his career over 30 years ago. Steve has a passion for helping his clients navigate through their retirement planning process on both a corporate and personal level. As a Licensed Registered Representative with Sigma Financial Corporation, his clients know him best for his honestly, insight, and reliability.
Steve's prowess does not stop there, as he also oversees the employee benefit program at Corporate Benefit Solutions, LLC. Steve is a member of the Michigan Association of Health Underwriters (MAHU), the Society for Human Resource Management (SHRM), as well as the National Association of Health Underwriters, (NAHU). Steve is a proud graduate of the University of Michigan and enjoys summers on the boat with his wife, Nancy, their two dogs Lucy and Desi, as well as spending time with their four children.
Tony began his career in the industry in 1957. As the Co-Founder of Corporate Benefit Solutions, LLC, alongside his son, Steve, they have become known as proficient in all facets in employee benefits, corporate retirement plans, and both estate and investment planning. Tony's personality, fidelity, and industry tenure distinguishes him from his competitors. Licensed Registered Representative with Sigma Financial Corporation, his ability to maintain positive relationships with his clients, as well as their CPAs and attorneys have led to lasting and loyal retention of our business clients. Some of Tony's personal interests include golfing, traveling, sports, and other recreational activities which he shares with his wife, Jane, four children, twelve grandchildren, and 6 great-grandchildren.