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Matrix Tax ServiceFinancial advisor in Levittown, PA

Matrix Tax Service is a financial advisor at 7201 B, New Falls Rd, Levittown, PA 19055, ranked #5 of 287 financial advisors in Levittown and rated 4.5 from 49 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Levittown, PAUpdated 0 paid placements in any rankingHow we rank

Call (215) 949-9500Website ↗

Key facts

Key facts about Matrix Tax Service
Address7201 B, New Falls Rd, Levittown, PA 19055Get directions
Phone(215) 949-9500
Websitepoltonfinancial.com
HoursMonday to Friday: 10 AM – 7 PM; Saturday: 10 AM – 4 PM
Google rating4.5 from 49 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Levittown and 10 towns within 25 miles: Willow Grove, Horsham, Center City, Montgomeryville, Philadelphia, Pennsport, Wharton, Whitman, Lansdale and Ardmore.

Based in Levittown, PAView on map

Opening hours

Opening hours for Matrix Tax Service
DayHours
Monday10 AM – 7 PMevening
Tuesday10 AM – 7 PMevening
Wednesday10 AM – 7 PMevening
Thursday10 AM – 7 PMevening
Friday10 AM – 7 PMevening
Saturday10 AM – 4 PM
SundayClosed
  • Open evenings (after 6 PM)
  • Open Saturdays
  • Open Sundays — no

Questions about Matrix Tax Service

How is Matrix Tax Service ranked in Levittown?

Matrix Tax Service is ranked #5 of 287 financial advisors in Levittown by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Matrix Tax Service’s hours?

Matrix Tax Service is open Monday to Saturday. Its listed hours are Monday to Friday, 10 AM – 7 PM; Saturday, 10 AM – 4 PM. On Saturdays it is open 10 AM to 4 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Matrix Tax Service serve?

Serves Levittown and 10 towns within 25 miles: Willow Grove, Horsham, Center City, Montgomeryville, Philadelphia, Pennsport, Wharton, Whitman, Lansdale and Ardmore. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Matrix Tax Service?

Matrix Tax Service has a rating of 4.5 from 49 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Matrix Tax Service?

Call Matrix Tax Service on (215) 949-9500. The business is at 7201 B, New Falls Rd, Levittown, PA 19055. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Matrix Tax Service compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Matrix Tax Service (this business)—704.5 (49)YesNo
Thrive Financial Services (HQ)#3704.9 (213)NoNo16.9 mi
Isakov Planning Group#4705.0 (76)YesNo10.1 mi
Moneta | Lane Hipple Team#6695.0 (88)NoNo13.6 mi

See all 287 ranked financial advisors in Levittown