Matte & Associates Financial Solutions
4.6/5
★
based on 8 reviews
Contact Matte & Associates Financial Solutions
| Address : | 1789 K. L. O. Rd #203, Kelowna, BC V1W 3P3, Canada |
| Phone : | 📞 +8989 |
| Website : | https://matteandassociates.com/ |
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| City : | W |
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Mission Superwash on Google
★ ★ ★ ★ ★ The team at Matte & Associates have partnered with us for an annual Charitable Event benefiting Freedom's Door Drug and Alcohol Rehabilitation Center, here in Kelowna. They are a community-first business and have put the needs of our city's most vulnerable at the forefront of their efforts. We look forward to another wonderful charity car wash event August 28th, 2020!! Thank-you Matte & Associates!!
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Ken Hart on Google
★ ★ ★ ★ ★ Matte and Associates - can not say enough good things about this group. Community oriented, trustworthy, honest, long term forward thinking team. That's what I look for in a financial advisory firm that is part of the city.
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Teresa and Rob Plaxton on Google
★ ★ ★ ★ ★ Very happy dealing with Matte and Associates. They go the extra mile. Have been very generous helping out our children manage their money as well. We have complete trust that our investments are in good hands here.
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Sebastian Motora on Google
★ ★ ★ ★ ★ We believe in people and you won’t find a better more honest group than at Matte and Associates. We run all our business through this financial institution. They have fantastic investment, insurance and banking solutions that help us achieve our goals.
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Anna C. on Google
★ ★ ★ ★ ★ Matte & Associates are an awesome team of financial advisors who have always made us feel like they have our best interests at heart. They go above and beyond to take care of our financial planning needs and are helping us achieve our future retirement goals. Thank you to the whole office team for your great customer service!
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Brett Martyna on Google
★ ★ ★ ★ ★ Matte & Associates has the best customer service you could ask for. If you're looking for local advice in Kelowna on investments, insurance or financial advice, then this is your one stop shop. They are always very professional, friendly and supportive. They understand my unique personal financial and life goals. I am happy knowing that I am well taken care of by Matte & Associates. I highly recommend this company!
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Chris Seib (Queso del Diablo) on Google
★ ★ ★ ★ ★ Matte and associates have been doing a great job of managing my assets including developing a practical and attainable retirement plan as well as helping me to achieve my short term financial goals. My financial advisor (Brad) has been incredibly easy to work with, he listens my wants/needs/abilities and provides options in a manner that even a financial simpleton like myself can understand. Until I started working with this team in Kelowna I didn't even realize how many different solutions there could be to helping me prepare for retirement and I can absolutely say that I think engaging with them has been the best financial decision I've ever made, now I can actually envision being able to retire comfortably some day.
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Blaine Melnyk on Google
★ ★ ★ ★ ★ I have worked with Matte and Associates over the past 4 years upon leaving my previous employer with a locked in investment portfolio. I have found Maurice, Chris, Brad and the rest of the team to be easy to work with, and leading my investments in a truly great direction. I have now ported most investments towards them as not only their rate of return, but professional courtesy is a step above the rest.
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