Matte & Associates Financial Solutions
39 Reviews
- Thursday8 AM–4:30 PM
- Friday8 AM–4:30 PM
- SaturdayClosed
- SundayClosed
- Monday8 AM–4:30 PM
- Tuesday8 AM–4:30 PM
- Wednesday8 AM–4:30 PM
About the Business
Financial Services — Matte & Associates Financial Solutions | Kelowna, British Columbia | Understanding our clients’ financial needs and objectives with Matte & Associates, Manulife Securities' Financial Advisor in Kelowna, BC. Financial services near you specializing in Investments, Insurance, Retirement & Financial Planning and Tax & Estate Planning through Matte & Associates and Manulife Securities
Contacts
Website
Call Us
+12508698695
1789 K. L. O. Rd #203, Kelowna, BC V1W 3P3
Hours
- Thursday8 AM–4:30 PM
- Friday8 AM–4:30 PM
- SaturdayClosed
- SundayClosed
- Monday8 AM–4:30 PM
- Tuesday8 AM–4:30 PM
- Wednesday8 AM–4:30 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible elevator
- Onsite services
- Online appointments
- Wheelchair accessible seating
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
Brett Martyna
03.10.2023
Matte & Associates Financial Solutions
Matte & Associates has the best customer service you could ask for. If you're looking for local advice in Kelowna on investments, insurance or financial advice, then this is your one stop shop. They are always very professional, friendly and supportive. They understand my unique personal financial and life goals. I am happy knowing that I am well taken care of by Matte & Associates. I highly recommend this company!
Teresa and Rob Plaxton
31.08.2023
Matte & Associates Financial Solutions
Very happy dealing with Matte and Associates. They go the extra mile. Have been very generous helping out our children manage their money as well. We have complete trust that our investments are in good hands here.
Jamie Willoughby
28.08.2023
Matte & Associates Financial Solutions
I was referred to this company from Manulife and am sure glad I was. From the original phone conversation, to the office greeting and the appointment itself this company was both professional and knowledgeable. My current needs were met and there looks to be good potential for more business in the future.Thanks again Chris and Amanda- Hope to see you both soonJamie Willoughby
Stacie Joosten
23.08.2023
Matte & Associates Financial Solutions
I have been working with Matte & Associates for over a decade. Their deep rooted values drive them to deliver excellence in everything they do. Despite market volatility, family changes and all the financial needs that have evolved over my life, Maurice and his team have been there every step of the way.
Blaine Melnyk
12.08.2023
Matte & Associates Financial Solutions
I have worked with Matte and Associates over the past 4 years upon leaving my previous employer with a locked in investment portfolio. I have found Maurice, Chris, Brad and the rest of the team to be easy to work with, and leading my investments in a truly great direction. I have now ported most investments towards them as not only their rate of return, but professional courtesy is a step above the rest.
Sebastian Motora
09.08.2023
Matte & Associates Financial Solutions
We believe in people and you won’t find a better more honest group than at Matte and Associates. We run all our business through this financial institution. They have fantastic investment, insurance and banking solutions that help us achieve our goals.
M S
01.08.2023
Matte & Associates Financial Solutions
I would highly recommend Matte and Associates. A great financial advisory firm who are professional, knowledgeable and trustworthy.
Chris Seib (Queso del Diablo)
21.07.2023
Matte & Associates Financial Solutions
Matte and associates have been doing a great job of managing my assets including developing a practical and attainable retirement plan as well as helping me to achieve my short term financial goals. My financial advisor (Brad) has been incredibly easy to work with, he listens my wants/needs/abilities and provides options in a manner that even a financial simpleton like myself can understand. Until I started working with this team in Kelowna I didn't even realize how many different solutions there could be to helping me prepare for retirement and I can absolutely say that I think engaging with them has been the best financial decision I've ever made, now I can actually envision being able to retire comfortably some day.
Anna C.
21.07.2023
Matte & Associates Financial Solutions
Matte & Associates are an awesome team of financial advisors who have always made us feel like they have our best interests at heart. They go above and beyond to take care of our financial planning needs and are helping us achieve our future retirement goals. Thank you to the whole office team for your great customer service!
Daniel Blais
19.07.2023
Matte & Associates Financial Solutions
I have every confidence that I'm in good hands with Matte & Associates. My advisor is in frequent contact with me and am offered insightful market updates. The team developed a manageable plan for me to meet my retirement goals that put me very much at ease. I will happily recommend Matte & Associates to family and friends.
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Map
1789 K. L. O. Rd #203, Kelowna, BC V1W 3P3
Matte & Associates Financial Solutions