Matthews + Associates has established itself as a renowned financial and retirement planning firm located in Peterborough. Their expertise lies in delivering comprehensive retirement planning services tailored for individuals aged 50 and above. Leading the charge at Matthews + Associates is Joseph Curry, who serves as the President and Financial Planner. Joseph Curry specializes in assisting retirees and those approaching retirement age in the pursuit of True Wealth. His primary focus revolves around crafting retirement income strategies that not only reduce clients' lifetime tax burdens but also ensure their financial security throughout their retirement years. Joseph, along with his dedicated team, is unwavering in their commitment to simplifying and securing the path to financial freedom for their clients. Their holistic approach extends to guiding investment choices, optimizing tax strategies, and making sound income decisions, all while minimizing potential financial risks. Matthews + Associates maintains an unwavering dedication to helping clients realize their vision for the future. As part of their client-centric approach, they offer a complimentary retirement assessment to assess and address individual needs and goals.
UNIQUE FACTS:
• Free Retirement Assessment
• Value Professional Advice
• Book Your Introductory Call
• Online Appointment.
Best Financial Services in Peterborough
Expert recommended Top 3 Financial Services in Peterborough, Ontario. 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.
We have a strict “No Pay to Play” policy.
MATTHEWS + ASSOCIATES REVIEWS
The Matthews + Associates Team are personable, professional and knowledgeable in their dealings with clients. I have limited background in financial matters but am never made to feel that any questions I ask are a waste of time. I never feel pushed into making decisions regarding my money. The Team contacts their clients on a regular basis to ensure the clients are fully informed regarding investing strategies and any financial updates. I have confidence in the Team knowing they are working on my behalf so I can be free from financial stressors. I highly recommend Matthews + Associates to anyone searching for a financial advisor.
From the very beginning, Matthews + Associates have been extremely generous with their advice and guidance. They were clear and concise in what they offered, and gave us no pressure whatsoever to take things further. It was apparent that transparency is key for them. Their professionalism and responsiveness in their communication has been excellent. Questions are answered thoroughly and in a timely manner. Concerns are addressed and explained with clarity. Their ability to listen to our goals and the particulars of our situation and provide guidance is very welcome.
Joe Curry and the team at Matthews and Associates are friendly, organized and professional. Joe is knowledgeable and and incredibly helpful. He makes himself available via many modes of communication. When I meet with Joe, he is prepared and accommodating. I feel confident and secure working with Joe to achieve my financial goals. Thank you.
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Park Place Financial Ltd. holds a prominent position as a top-tier financial planning firm in Peterborough. The company is dedicated to offering comprehensive financial planning services to individuals, business proprietors, and families seeking to optimize their financial assets. With a team comprising more than 15 professionals, spanning the executive, advisory, wealth management, risk management, and operations departments, Park Place Financial excels in evaluating your present financial circumstances, objectives, and risk tolerance. Their expertise lies in designing a tailored financial strategy that encompasses portfolio recommendations, insurance solutions, and tax-minimization strategies that extend across multiple generations. Their approach is geared towards diversifying your assets, effectively reducing risk while simultaneously enhancing your potential for financial gains. This holistic approach sets Park Place Financial apart as a trusted partner in your journey toward financial prosperity.
UNIQUE FACTS:
• Providing Independent Advice
• Timely Decisions Confidently
• Online Appointment.
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Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
PARK PLACE FINANCIAL LTD. REVIEWS
I have been working with Dylan from Park Place Financial in handling the RESP accounts for our family. From the first time I met Dylan, it was evident that he cared deeply about what he was doing, and that he was going beyond the 9-5 hours in terms of staying up to date with the financial markets, and the best ways to take care of his clients. He stayed late to help me finish my first application, was excellent with follow up in getting the accounts completed, and has always been cordial and knowledgeable every time I have had questions for him since the accounts have been set up. A great service I am happy to recommend.
My experiences have been incredible with Mike and his team of leading edge advisors. The team at Park Place Financial has prepared me for the future, and even in difficult economic times have brought me out on top. Thanks to their advice and direction I have secured financial security for my family. Thanks to the team and Mike D'Allessandro.
Jason Begg is a true professional and gives great service. After hearing of my sister's cancer, he reached out to make sure we applied for the premium waiver. Thanks Jason for being so thoughtful.
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Herod Financial Service is widely recognized as one of the most reputable providers of financial planning services in Peterborough. The firm is staffed with a dedicated team of client-centric, process-driven, and goal-oriented financial planners and service advisors. At the helm of Herod Financial Service is Kevan Herod, a seasoned Financial Planner with over 35 years of experience. Throughout his career, Kevan has been assisting individuals in making sound financial decisions based on their unique goals. Alongside his team, Kevan's mission is to become an integral part of your life planning team, guiding you in making intelligent, goal-oriented financial choices. Their commitment extends to making a positive impact on the quality of their client's lives and securing their financial futures. Herod Financial Service fosters lasting relationships by actively listening to its client's needs and engaging in responsive and meaningful interactions.
UNIQUE FACTS:
• Experienced Professionals
• Client Focused Services
• Goal-Based Decisions
• On-Site Services.
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Contact:
Working Hours:
Fri: 9am - 2pm
Sat & Sun: Closed
TBR® Inspection Report:
HEROD FINANCIAL SERVICES REVIEWS
Love the quality of service and friendliness at Herod Financial Services. They offer a wide array of services to meet individual, family & Business needs. They're extremely knowledgeable, easy to work with, and after your consultation - they only offer the services that meet with your Financial Goals & Needs. They truly are helping you... Making plans to provide financial security and peace of mind.
Great people, great knowledge and highly recommended.
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