Comprehensive Financial Solutions for Your Needs

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Since our establishment in 2015, Money Matters Financial Services has provided exceptional financial services across the United States. Based in Omaha, NE, we proudly serve clients in 48 states, excluding Florida and New York. Our commitment is to deliver top-notch financial solutions tailored to meet your specific needs. Whether you need accounting and payroll solutions or insurance and Medicare services, we can assist you.

Comprehensive Accounting, Payroll, and HR Services

Our accounting, payroll, and HR services streamline your business operations. We offer precise accounting, ensuring your financial records are accurate and up-to-date. Our payroll services ensure your employees are paid on time, and your payroll taxes are filed correctly. Additionally, our HR services help you manage your workforce efficiently.

Reliable Tax and IRS Services

Navigating tax regulations can be complex, but our tax and IRS services make it easier for you. We provide expert tax preparation, planning, and filing services to ensure you comply with all tax laws. Our team is also adept at handling IRS issues, offering support and solutions to resolve any tax-related problems you may encounter.

Comprehensive Insurance and Medicare Services

Protecting your future is crucial, and our insurance and Medicare services will give you peace of mind. We offer a range of insurance options tailored to your needs, ensuring you have the right coverage.

Contact us for additional information and pricing.

  • Learn how to build and maintain great credit
  • Repairing credit reports
  • Investing for beginners
  • Teaching kids the value of good credit
  • Debt management and elimination
  • How to obtain true wealth and financial freedom
  • Investing in your kids' college
  • Learn how to budget and ways to save
  • Tools to start your own business
  • Learn about life insurance and annuities (how to build wealth over time)

Meet the Team

Andrea Poston, Owner, (MSA,CFP,EA)


Andrea's multidisciplinary background spans finance and economics, business coaching, and tax planning. Andrea is a deeply valued executive within many communities across the United States, known for making key connections, building careers, inclusive leadership, and leveraging her networks to connect people and opportunities.

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Jeanette Mitchell-Cummings, Director of Benefits (BA,CFP)

Jeanette brings over 30 years of customer service-driven experience to the table. She offers our clients and their employees a focused approach to benefits, hands-on support, and detailed knowledge in this specialized field.

Merlene Mason - Omaha, NE - Money Matters Financial Services

Merlene Mason, Director of Communications

Merlene offers over 20 years of aggregate customer service experience to ensure that your experience with Money Matters is nothing short of exemplary.


Merlene comes to our firm as an exceptional performer in the field of communications and customer satisfaction.

Alayna Woods - Omaha, NE - Money Matters Financial Services

Alayna Woods, Executive Assistant

Alayna brings fresh, new energy to the firm. Having just graduated, she is already coming to the table with great expertise and exceptional skills. She has a passion for driving business growth.

Serving Your Financial Needs Across the Nation

At Money Matters Financial Services, we are proud to serve a diverse clientele across the nation. Our extensive experience and professional approach make us a trusted partner in managing your financial needs. Contact us today to learn how we can assist you with our comprehensive range of financial services.

Need more information? Call us at (712) 326-8709 to speak with one of our experts.

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