Kelvin Bartee

Public Safety Benefits Specialist at Mathis Wealth Management - Phoenix, Arizona, United States

Kelvin Bartee's Colleagues at Mathis Wealth Management
Phil Adams

Financial Advisor

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Jennifer Panicker

Investment Advisor, Operations Director

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Larry Mathis

CEO

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Paula Adams

Licensed Life & Health Insurance Agent

Contact Paula Adams

Kelvin Bartee's Contact Details
Email (Verified)
***@MathisWealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
["1015016186"]
Location
Company
Mathis Wealth Management
Kelvin Bartee's Company Details
Mathis Wealth Management logo, Mathis Wealth Management contact details

Mathis Wealth Management

Phoenix, Arizona, United States • 1 - 10 Employees
Investment Management

At Mathis Wealth Management, our goal is to inspire you to live with purpose, while making educated and informed financial decisions in every aspect of your life. We offer comprehensive financial services tailored to meet our clients' unique hopes, needs and values, whether you're a family steward making decisions about your family's wealth, or an active retiree looking for a confidant in your financial wellness. Through pro-active values-based financial planning, Mathis Wealth Management is prepared to be your partner and exceed your expectations.Securities offered through United Planners Financial Services, member FINRA, SIPC. Advisory Services offered through Mathis Wealth Management, a registered investment advisory firm not affiliated with United Planners Financial Services.

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Frequently Asked Questions about Kelvin Bartee
Kelvin Bartee currently works for Mathis Wealth Management.
Kelvin Bartee's role at Mathis Wealth Management is Public Safety Benefits Specialist.
Kelvin Bartee's email address is ***@MathisWealth.com. To view Kelvin Bartee's full email address, please signup to ConnectPlex.
Kelvin Bartee works in the Investment Management industry.
Kelvin Bartee's colleagues at Mathis Wealth Management are Phil Adams, Jennifer Panicker, Larry Mathis, Paula Adams and others.
Kelvin Bartee's phone number is ["1015016186"]
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