Matthews + Associates

Matthews and Associates has taken a very active approach to our retirement. Communication from your investment advisor is probably the most important part of your retirement. With Matthews that stress or worry has been eliminated with their engaged commitment to their clients.You are never to young to start preparing for your retirement years and having Matthews steer that is the way to go!Thank you Joe and Bev!

Joseph has been an incredible help with our financial planning and investments. He makes everything very simple to understand and provides excellent advice. Highly Recommend

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.

Joe & his staff are always wonderful to work with. He listens, provides knowledgeable advice and suggests products and solutions that work for our family! Highly recommend for anyone looking to achieve financial success!

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.

We have been working with Matthews & Associates for a number of decades. They are a trustworthy organization that have guided us well through the ups and downs of the economy. They follow the principle of not trying to time the market which has worked out very well for us as it allowed myself to retire early when I experienced a health issue. When Joe Curry took over the reins from Randy Mather he brought another dimension into the organization to strengthen it even more and provide continuous relevant information to his clients via webinars, zoom conferences and podcasts. His use of guardrails has significantly allowed us to watch our financial budgets and provide a sense of security, barring a catastrophic financial meltdown, of dealing with the ups and downs of the economy. My wife and I highly recommend Joe Curry and Matthews & Associates as your financial advisors.

“We have had the pleasure of dealing with Joseph for the past seven years. He has worked closely with us as we planned for our retirement and implemented a comprehensive plan that has met and exceeded our goals and expectations. He and his staff are always knowledgeable and accessible if we have any inquiries or concerns. We would highly recommend Matthews + Associates for any of your investment and retirement needs.”

Joe was genuine, sincere, and provide exceptional insight in creating our financial plan. Highly recommend his services to anyone in need of advice in achieving financial goals and planning for their future.

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.