3 Best Financial Services in Peterborough, ON

“Matthews + Associates offers comprehensive financial and retirement planning information, including retirement income strategies, tax minimization, estate planning, risk management, and investment management, to retirees and those approaching retirement. Joseph Curry is the president and financial planner of the firm. He is passionate about helping clients create a good plan for a great retirement. The team at Matthews + Associates simplifies the process and helps you make informed and confident financial decisions to achieve a worry-free retirement. They believe true wealth can only be achieved by establishing financial freedom for yourself, which opens future opportunities for those you love. They offer free retirement assessments to their clients.

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“Herod Financial Services is a client-focused, process-driven, and goal-based financial planner and service advisor. Kevan Herod is the firm's financial planner and founder. He holds multiple credentials, including Certified Financial Planner, Chartered Life Underwriter, Tax and Estate Planner, Certified Farm Advisor, and Chartered Financial Consultant. The team at Herod Financial Services provides comprehensive financial planning through a long-term partnership with you. Through their experience, they have learned that it is important for everyone to be clear on what to expect to develop and maintain a successful working relationship, one where they can help you achieve your financial and lifestyle goals. Their mission is to be an integral part of your life planning team, helping you make smart financial and estate decisions through uncompromising integrity, trust, and personalized service. Their success is not measured by performance statistics but by their ability to help you achieve your goals.

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