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BEST RATED PETERBOROUGH, ON FINANCIAL SERVICES

3 Best Financial Services in Peterborough, ON

Expert-recommended Top 3 Financial Services in Peterborough, ON. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Peterborough financial service Matthews + Associates
Peterborough financial service Matthews + Associates
Peterborough financial service Matthews + Associates
Peterborough financial service Matthews + Associates video
6+ YEARS IN TBR
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MATTHEWS + ASSOCIATES

(4.9 Score)
478 Downie Street,
Peterborough, ON K9H 4J6 Directions

Since 1988

Specialty:

✓ Tax and Retirement Income Planning ✓ Portfolio and Risk Management ✓ Investment Management ✓ Estate Planning ✓ Financial Planning ✓ Business Planning ✓ Exit Planning ✓ Personal Financial Strategies

“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.

2025 Update: They specialize in working with persons who are approaching or already in retirement, and business owners planning their transition.”

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Contact:

(705) 743-9064

Mon-Fri: 9am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Peterborough financial service Herod Financial Services
Peterborough financial service Herod Financial Services
Peterborough financial service Herod Financial Services
4+ YEARS IN TBR
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HEROD FINANCIAL SERVICES

(4.8 Score)
140 King Street, Suite 403,
Peterborough, ON K9J 7Z8 Directions

Since 1979

Specialty:

✓ Financial and Retirement Planning ✓ Education Planning ✓ Long-Term Care Insurance ✓ Risk and Wealth Management ✓ Disability and Critical Illness Protection ✓ Tax and Estate Planning ✓ Will Planning ✓ Group and Business Solutions ✓ Insurance Solutions ✓ Investment Solutions ✓ Banking Solutions

“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.

2025 Update: Kevan Herod has over 35 years of experience.”

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Contact:

(705) 741-5287 (888) 250-7777

Mon-Thu: 9am - 4pm
Fri: 9am - 2pm
Sat & Sun: Closed

TBR® Inspection Report:

Peterborough financial service Harbr Financial Group
Peterborough financial service Harbr Financial Group
Peterborough financial service Harbr Financial Group
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HARBR FINANCIAL GROUP

(4.7 Score)
452 Charlotte Street,
Peterborough, ON K9J 2W3 Directions

Since 2006

Specialty:

✓ Financial and Retirement Planning ✓ Estate and Asset Planning ✓ Risk and Wealth Management ✓ Personal and Family Insurance ✓ Disability Insurance ✓ Group Pensions and Benefits ✓ Succession Strategy ✓ Healthcare Spending Accounts ✓ Partnership Buy/Sell Protection ✓ Key Person Protection ✓ Life Insurance ✓ Critical Illness Insurance

“Harbr Financial Group is an independent financial advisor that builds trust and strives to eliminate the mysteries of insurance and investments. Paul Rogers and Matt Baxter are the firm's partners. With sound advice and a focus on risk management strategies, Harbr Financial Group will help you confidently explore opportunities you've never considered. They think outside the conventional box, proactively finding contemporary solutions that suit your lifestyle and long-term goals. They design comprehensive financial solutions that build the best futures for you, your family, and your business. From wealth and investment management to insurance strategies and succession planning, they will help you take control and make the most of your financial world.”

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License #301013330

Contact:

(705) 742-7331 (855) 851-2214

Mon-Thu: 8:30am - 4:30pm
Fri: 8:30am - 12pm
Sat & Sun: Closed

TBR® Inspection Report:

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MATTHEWS + ASSOCIATES REVIEWS

Wow! Exceeded expectations. I'm a do it yourself investor/retirement planner and just wanted a pro to review my plan and look for any holes/problems for a fee. Joe reviewed my plan, gave me 7 solid tips, and educated me on two things I had never heard of that could be useful. I was very impressed with Joe, he is very knowledgeable and most importantly he has integrity, which in the investment advisory business, is very rare. I highly recommend Matthews & Associates.

I have been a client of Matthews and Associates for more than 8 years. The level of support and service is excellent. Joe is knowledgeable and helps educate his clients to understand the impacts of potential investments on both short and long term goals. His team is always friendly and helpful providing outstanding service. I highly recommend this team of experts to anyone looking for someone that you can trust with the management of your financial assets as you move into retirement. Many thanks to the Matthews + Associates team.

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.

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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.

HARBR FINANCIAL GROUP REVIEWS

Harbr has been an amazing group to work with. We are a software vendor, and their attention to detail and focus on client experience is second to none! We have seen 100's of firms in Canada and Harbr stands at the top.

Harbr Financial Group is the place to go for investment management and insurance strategies. The team has long-provided advice and solutions to our family and it is always spot on. I trust that the team at Harbr has our best interests in mind. They're invested in our family's success.

Have had an amazing experience so far with Harbr Financial. Speedy client service, available to answer questions, working with us to create the right financial plan for our future.

TBR® Inspection Score Report

MATTHEWS + ASSOCIATES Total Inspection Points: 118/120
Business Hours: 9
Complete Info: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

HEROD FINANCIAL SERVICES Total Inspection Points: 116/120
Complete Info: 8
Business Hours: 9
Responsiveness: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

HARBR FINANCIAL GROUP Total Inspection Points: 113/120
Complete Info: 8
Business Hours: 9
Business Images: 9
Experience: 9
Responsiveness: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Standard: 10

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