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MATRIX FINANCIAL SERVICES, INC.

Date of last update: 21 Apr 2025. Data updated weekly.

Company Details

Entity Name: MATRIX FINANCIAL SERVICES, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 21 Feb 1996
Business ALEI: 0531211
Annual report due: 21 Feb 2026
Business address: 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States
Mailing address: 61 HILLSIDE AVENUE, WINSTED, CT, United States, 06098
ZIP code: 06098
County: Litchfield
Place of Formation: CONNECTICUT
Total authorized shares: 1000
E-Mail: cfplanner@snet.net

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Officer

Name Role Business address Phone E-Mail Residence address
JOHN E. SCHWAIKERT Officer 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States +1 603-558-2616 cfplanner@snet.net 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States
MARTHA F. SCHWAIKERT Officer 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States - - 36 Old Chandlers Mills Rd, Claremont, NH, 03743, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JOHN E. SCHWAIKERT Agent 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States +1 603-558-2616 cfplanner@snet.net 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States

Director

Name Role Business address Phone E-Mail Residence address
JOHN E. SCHWAIKERT Director 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States +1 603-558-2616 cfplanner@snet.net 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012924756 2025-01-25 - Annual Report Annual Report -
BF-0012296954 2024-02-04 - Annual Report Annual Report -
BF-0011259811 2023-02-07 - Annual Report Annual Report -
BF-0010412174 2022-02-06 - Annual Report Annual Report 2022
0007073987 2021-01-20 - Annual Report Annual Report 2021
0006726729 2020-01-17 - Annual Report Annual Report 2020
0006315326 2019-01-10 - Annual Report Annual Report 2019
0006015396 2018-01-18 - Annual Report Annual Report 2018
0005769610 2017-02-17 - Annual Report Annual Report 2017
0005487350 2016-02-16 - Annual Report Annual Report 2016

Property Vision Details

This table provides a snapshot of property information, including key details such as the property address, owner, assessed value, recent sales history (if available), and notable features.

Town Location MBLU Size PID url
New Britain 399 LINCOLN ST E7D/38/// 0.24 10795 Source Link
Acct Number 57100399
Assessment Value $159,740
Appraisal Value $228,200
Land Use Description Single Family
Zone S2
Neighborhood 109
Land Assessed Value $54,320
Land Appraised Value $77,600

Parties

Name CHIGO JULIO
Sale Date 2018-12-05
Sale Price $143,000
Name FEDERAL NATIONAL MORTGAGE ASSOC
Sale Date 2018-02-02
Name MATRIX FINANCIAL SERVICES, INC.
Sale Date 2018-01-17
Name LEMANSKI SEAN J
Sale Date 2011-09-29
Sale Price $191,000
Name NADEAU GERALD D +
Sale Date 2011-09-29
Name NADEAU GERALD D +
Sale Date 1981-05-06
Name ALFRED H RADDA + ROSE F RADDA
Sale Date 1967-08-18
Name IRVING WEISS
Sale Date 1942-08-03
Name CLITO SANTI
Sale Date 1942-02-25
Name ANNA M + HELEN C MCDONOUGH
Sale Date 1939-09-11
Name P F MCDONOUGH EST
Sale Date 1900-01-01
New Britain 76 WILCOX ST B6B/151/// 0.19 16844 Source Link
Acct Number 91100076
Assessment Value $218,960
Appraisal Value $312,800
Land Use Description 3 Family
Zone T
Neighborhood 105
Land Assessed Value $36,820
Land Appraised Value $52,600

Parties

Name JSES Inc
Sale Date 2021-12-30
Name SEVENTY SIX-SEVENTY EIGHT WILCOX
Sale Date 2020-07-27
Name SHI YONG HUI +
Sale Date 2010-07-12
Sale Price $60,000
Name FEDERAL HOME LOAN MORTGAGE CORP
Sale Date 2009-10-28
Name PROVIDENT FUNDING ASSOCIATES LP
Sale Date 2009-10-28
Name NBLOSS, LLC
Sale Date 2008-04-25
Name CURTIN TIMOTHY J
Sale Date 2007-08-01
Sale Price $200,000
Name CHAMBERS ANTHONY
Sale Date 2000-10-25
Name CHAMBERS ANTHONY
Sale Date 2000-06-12
Sale Price $61,040
Name CHAMBERS MICHAEL
Sale Date 2000-04-25
Sale Price $36,500
Name MATRIX FINANCIAL SERVICES, INC.
Sale Date 2000-02-24
Name LAVALLEE DENNIS J + ELAINE M +
Sale Date 1983-02-04
Name LAWRENCE E MICHAELS +
Sale Date 1967-09-01
Name CATHERINE J MICHAELS +
Sale Date 1966-12-02
Manchester 5 BRIDLE PATH LANE 133/725/5// 0.1 1811 Source Link
Acct Number 072500005
Assessment Value $55,900
Appraisal Value $79,800
Land Use Description Single Family
Zone PRD
Neighborhood 60
Land Assessed Value $33,200
Land Appraised Value $47,400

Parties

Name BRITTON CYNTHIA V TRUST
Sale Date 2017-05-17
Name BRITTON CYNTHIA VERONICA
Sale Date 2016-03-10
Sale Price $85,357
Name SECRETARY OF VETERANS AFFAIRS
Sale Date 2016-02-18
Name MATRIX FINANCIAL SERVICES, INC.
Sale Date 2015-10-27
Name EUKERS JENIFER A
Sale Date 2008-07-02
Sale Price $169,900
Southbury 287 LAKEMERE DRIVE 25B/A/11// 0.17 2560 Source Link
Acct Number 00235100
Assessment Value $294,370
Appraisal Value $420,510
Land Use Description Res Dwelling
Zone R-20
Neighborhood 34W
Land Assessed Value $139,870
Land Appraised Value $199,810

Parties

Name CASHMAN RYAN C
Sale Date 2021-06-03
Sale Price $416,000
Name LIGOURI ADELARD
Sale Date 2017-04-21
Sale Price $285,000
Name FEDERAL NATIONAL MORTGAGE ASSOCIATION
Sale Date 2017-01-20
Name MATRIX FINANCIAL SERVICES, INC.
Sale Date 2016-12-27
Name LUCARELLI DENIS A
Sale Date 2008-07-11
Manchester 15 GROVE STREET 75/2600/15// 0.34 6562 Source Link
Acct Number 260000015
Assessment Value $176,100
Appraisal Value $251,600
Land Use Description Two Family
Zone RB
Neighborhood 40
Land Assessed Value $32,500
Land Appraised Value $46,400

Parties

Name ISLAM QUAZI R
Sale Date 2017-05-02
Sale Price $157,000
Name LAKEVIEW LOAN SERVICING, LLC
Sale Date 2016-12-27
Name MATRIX FINANCIAL SERVICES, INC.
Sale Date 2016-11-23
Name BOTHROYD ASHLEY & VICKI K
Sale Date 2007-09-13
Name BOTHROYD GLENN & ASHLEY
Sale Date 2005-10-31
Sale Price $284,000
Manchester 25 MADISON STREET 78/3750/25// 0.25 9896 Source Link
Acct Number 375000025
Assessment Value $187,600
Appraisal Value $267,900
Land Use Description Two Family
Zone RB
Neighborhood 40
Land Assessed Value $31,400
Land Appraised Value $44,800

Parties

Name CHOWDHURY SHAJEDA
Sale Date 2016-03-21
Sale Price $152,101
Name SECRETARY OF HOUSING & URBAN DEVELOPMENT
Sale Date 2015-10-28
Name MATRIX FINANCIAL SERVICES, INC.
Sale Date 2015-08-06
Name CAMPBELL CONRAY D
Sale Date 2010-06-24
Sale Price $249,499
Name SANTUCCI SCOTT
Sale Date 2010-03-22
Sale Price $135,000
Winchester 111 RIVERTON RD #36 012/150/011X36// - 4363 Source Link
Acct Number 009296
Assessment Value $97,440
Appraisal Value $139,200
Land Use Description Condo
Zone RR

Parties

Name OPPERMAN KAREN DONALDSON
Sale Date 2024-10-28
Sale Price $1
Name OPPERMAN KAREN DONALDSON
Sale Date 2023-10-18
Name RANSOM KAREN
Sale Date 2017-03-13
Sale Price $62,100
Name FNMA
Sale Date 2016-12-27
Name MATRIX FINANCIAL SERVICES, INC.
Sale Date 2016-11-28
Bristol 376 BREWSTER RD 35//30// 0.39 14286 Source Link
Acct Number 0138282
Assessment Value $227,850
Appraisal Value $325,500
Land Use Description Single Family
Zone R-15
Neighborhood 120
Land Assessed Value $47,040
Land Appraised Value $67,200

Parties

Name Bellefleur Family Farm LLC
Sale Date 2022-12-15
Name DESMARAIS ROBERT E
Sale Date 2017-05-08
Sale Price $24,679
Name OCWEN LOAN SERVICING, LLC
Sale Date 2013-11-22
Name VAUGHAN JANE + RAMOS SHARON
Sale Date 2006-04-20
Sale Price $167,000
Name VITA NICHOLAS + BARBARA JNT TENANTS
Sale Date 2006-02-10
Name MANGASSARIAN KENNETH TRUSTEE O/T KENNETH MANGASSARIAN
Sale Date 2022-02-03
Name MANGASSARIAN KENNETH
Sale Date 2017-07-24
Sale Price $180,000
Name SECRETARY OF HOUSING & URBAN DEVELOPMENT
Sale Date 2016-12-05
Name MATRIX FINANCIAL SERVICES, INC.
Sale Date 2016-10-21
Name JOECKEL MICHELLE M + MICHAEL SURV
Sale Date 1996-08-07
Sale Price $112,000
Bloomfield 116 SPRINGWOOD LN E5//63// 1.09 3183 Source Link
Acct Number R03241
Assessment Value $392,350
Appraisal Value $560,500
Land Use Description Single Family
Zone R-40
Neighborhood 60
Land Appraised Value $94,300

Parties

Name GORDON CHANON D
Sale Date 2017-12-11
Sale Price $355,000
Name SIGNATURE PROPERTIES & DEV LLC
Sale Date 2017-04-18
Sale Price $230,000
Name HOUSING SECRETARY OF & URBAN DEV OF DC
Sale Date 2016-05-27
Name MATRIX FINANCIAL SERVICES, INC.
Sale Date 2016-02-04
Name OGARRO EARL
Sale Date 2008-08-22
Sale Price $368,750
Enfield 33 BETTY RD 063//0341// 0.29 14898 Source Link
Acct Number 047800010085
Assessment Value $180,000
Appraisal Value $257,100
Land Use Description Res Dwelling
Zone R33
Neighborhood 050
Land Assessed Value $49,200
Land Appraised Value $70,300

Parties

Name FROST BRENNA
Sale Date 2016-07-26
Name FROST BRENNA + PITTMAN
Sale Date 2016-06-28
Sale Price $199,323
Name SECRETARY OF HOUSING AND URBAN
Sale Date 2016-02-17
Name MATRIX FINANCIAL SERVICES, INC.
Sale Date 2016-01-22
Name MCDONALD TRAVIS R + CARON MARIE C
Sale Date 2013-03-28
Sale Price $231,000

Court Cases

This table provides a quick overview of court view cases, including key information like the Title, filing date, current status, and a link of each case.

Docket Number Title Date Case Type Status Open
Pet SC 160226 MATRIX FINANCIAL SERVICES CORPORATION v. LISA ONOFRIO ET AL 2016-11-08 Pre Appeal Petition Denied View Case
See something incorrect or outdated? Let us know

Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information