Matthew Shellborn is a highly respected financial advisor based at Edward Jones in Maple Ridge. With seven years of valuable experience in the financial industry, he joined Edward Jones in 2016 after starting his career at a local Credit Union. Matthew is dedicated to providing tailored and individualized strategies to his clients, investing the necessary time to ensure they fully comprehend the path they are embarking on in life. His approach to retirement planning is comprehensive and holistic, t aking into account all aspects of your financial well-being. Matthew Shellborn specializes in helping clients assess their current standing in relation to their financial objectives. Matthew goes the extra mile by offering weekend appointments, ensuring convenience and flexibility for his clients.
UNIQUE FACTS:
• Face-To-Face Conversations
• Certified Professionals
• Online Consultations.
3 Best Financial Services in Maple Ridge, BC
Expert recommended Top 3 Financial Services in Maple Ridge, British Columbia. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
MATTHEW SHELLBORN - EDWARD JONES REVIEWS
We were referred to Matthew a few years ago when we decided to get serious about our investing and financial planning. We had been with a bigger company before but just didn't get the service and attention (and someone who would help educate us) from them and we also felt that if we didn't have millions to invest, they weren't interested. Matthew has a very personal and pragmatic approach. He lives in the real world but brings all the resources and knowledge of the financial world to play. We trust him implicity and recommend him wholeheartedly.
Great place to trust with your hard earned investment dollars! Matthew is truly one of those people working for you, not a pay cheque. Top notch advise and service, very happy I made the switch. He puts the time and effort into helping you develop a plan for the long term, not just for now. Very highly recommend.
Before I met Matthew, retirement was a far off dream I would consider after my kids grew up and moved out! Matthew was able to show me a realistic, manageable, affordable retirement plan I could start to build while my kids were still living at home! Matthew is honest and truly wants the best outcome for his clients. He’s part of our family now! Thank you for making retirement a reality for us now Matthew.
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Manion & Associates Financial Services Limited is a highly esteemed financial and retirement planning firm in Maple Ridge. Leading the way at Manion & Associates Financial Services is Allen LaRose, an experienced financial advisor with an impressive 27-year track record in the financial services industry. Allen excels in various areas, including financial planning, investment strategies, taxation, and regulatory matters. Beyond his financial expertise, he also plays an active role in the community by serving as a board member and fundraising chairperson for the Ridge Meadows Hospice Society. Manion & Associates Financial Services has remained dedicated to demystifying the complexities of the financial services industry and fostering a sense of comfort and understanding among its clients. Their guiding motto is "Service, Integrity, and Knowledge, and they are committed to assisting clients with a wide spectrum of financial matters.
UNIQUE FACTS:
• All Calls Returned Within 24 Hours
• Provide Quality Service
• Online Appointments.
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Working Hours:
Fri: 9am - 2pm
Sat & Sun: Closed
TBR® Inspection Report:
MANION & ASSOCIATES FINANCIAL SERVICES REVIEWS
We approached Tom Manion of Manion and Associates Financial Services will little understanding or concern for our future financial or retirement plans. It was not until we had our "one on one" meeting with him that we had realized the importance of professional help. Tom, not only made us feel comfortable but also inclusive in the decision making process of which investment would suit our needs the most effectively
Just a quick note to thank Tom for the time he has spent with us and the professional yet personable manor he exhibited while assisting us in planning for retirement. Tom Manion's expertise and advise has enabled us to properly and safely plan for the future. Thanks again Tom.
Kristian has been an absolute pleasure to deal with. His attention to detail, knowledge and responsiveness is second to none! He truly cares about his clients and ensuring they are happy. Highly recommend.
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Bo Lagman is a respected Senior Financial Planner affiliated with TD Bank Financial Group. Bo's educational background includes a focus on Operations Management at the British Columbia Institute of Technology. Since 2008, he has been actively engaged in the financial services sector. Before assuming the position of a Financial Planner, he dedicated himself entirely to the realms of financial planning and nurturing robust client connections. He eagerly anticipates being by your side throughout their collaborative journey to realize your individual financial objectives. At TD Wealth Financial Planning, their unwavering commitment is to assist you in cultivating the confidence necessary for securing your financial future. Your dedicated Planner will take the time to comprehend your financial priorities and craft a comprehensive plan that strikes a harmonious balance between your immediate and long-term financial needs.
UNIQUE FACTS:
• Online Appointments
• On-Site Services
• Certified Professionals.
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TBR® Inspection Report:
BO LAGMAN - TD WEALTH FINANCIAL PLANNING REVIEWS
They maintain strong client relationships and helping clients achieve their personal financial goals.
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