Matte & Associates Financial Solutions - Kelowna, British Columbia

Adresse: 1789 K. L. O. Rd #203, Kelowna, BC V1W 3P3, Canada.
Téléphone: 2508698695.
Site web: matteandassociates.com
Spécialités: Planificateur financier, Conseiller financier, Conseil en investissement, Compagnie d'assurance-vie.
Autres donnĂ©es d'intĂ©rĂȘt: Rendez-vous en ligne, Services sur place, EntrĂ©e accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Places assises accessibles en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes, Rendez-vous recommandĂ©s.
Avis : Cette entreprise a 111 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de Matte & Associates Financial Solutions

Matte & Associates Financial Solutions 1789 K. L. O. Rd #203, Kelowna, BC V1W 3P3, Canada

⏰ Horaires d'ouverture de Matte & Associates Financial Solutions

  • Lundi: 08:00–16:30
  • Mardi: FermĂ©
  • Mercredi: 08:00–16:30
  • Jeudi: 08:00–16:30
  • Vendredi: 08:00–16:30
  • Samedi: FermĂ©
  • Dimanche: FermĂ©

Matte & Associates Financial Solutions

Matte & Associates Financial Solutions est une entreprise spécialisée dans le domaine financier, avec pour objectif de vous fournir des conseils financiers, des conseils d'investissement et d'assistance en matiÚre d'assurance-vie. Adressez-vous à cette entreprise si vous avez besoin de planification financiÚre ou de conseils pour votre avenir financier.

Adresse et coordonnées

Vous pouvez les contacter à l'adresse suivante: 1789 K. L. O. Rd #203, Kelowna, BC V1W 3P3, Canada. Le numéro de téléphone de l'entreprise est le 2508698695. Le site web de Matte & Associates Financial Solutions est disponible à l'adresse suivante : matteandassociates.com.

Spécialités et services offerts

Spécialités: Planificateur financier, Conseiller financier, Conseil en investissement, Compagnie d'assurance-vie.

Autres donnĂ©es d'intĂ©rĂȘt

  • Rendez-vous en ligne
  • Services sur place
  • EntrĂ©e accessible en fauteuil roulant
  • Parking accessible en fauteuil roulant
  • Places assises accessibles en fauteuil roulant
  • Toilettes accessibles en fauteuil roulant
  • Toilettes
  • Rendez-vous recommandĂ©s.

Opinions et avis clients

Matte & Associates Financial Solutions a reçu un total de 111 avis sur Google My Business. L'avis moyen attribué à l'entreprise est de 5/5. Les clients ont loué l'amabilité, la compétence et la professionnalisme de l'équipe.

👍 Avis de Matte & Associates Financial Solutions

Matte & Associates Financial Solutions - Kelowna, British Columbia
Sienna C.
5/5

Chris and the team have been amazing to work with! They took the time to understand my financial goals and helped me through every step of the investment process. I’ve already seen great results and they made everything so easy to follow. Super friendly and professional. I highly recommend Matte & Associates!

Matte & Associates Financial Solutions - Kelowna, British Columbia
Blair F.
5/5

Chris is very knowledgeable and respected in his field. He has brought much comfort to me under his advice for achieving my long term financial goals.

I Highly recommended Matte & Associates Financial Services to help anyone who wants to make their money work for them.

Matte & Associates Financial Solutions - Kelowna, British Columbia
Мароя ?.
5/5

When we moved to Canada, everything about the financial system was very confusing for us. We did not know where to start or what was the best way to manage our money. Chris at Matte & Associates was very helpful and made everything much easier to understand. He took time to explain what we should do to maximize our earnings and helped us make the right choices for our family.
Now we feel much more confident and secure about our future here. We are very grateful for his guidance and highly recommend him to anyone who needs financial advice!

Matte & Associates Financial Solutions - Kelowna, British Columbia
Paul
5/5

We wanted to diversify our investment portfolio but weren’t sure where to start. The team at Matte & Associates, especially Chris, made the whole process easy and stress-free. They took the time to understand our goals and guided us toward smart investments.
Now we feel much more confident about our financial future. Huge thanks to Chris and the entire team for their expertise and support—we highly recommend them!

Matte & Associates Financial Solutions - Kelowna, British Columbia
Nora M.
5/5

Chris and his team at Matte & Associates Financial Solutions have been great to work with! He takes the time to truly understand our goals and provides clear, thoughtful advice tailored to our needs. His expertise and genuine approach make financial planning stress-free and straightforward. I highly recommend Chris to anyone looking for a trusted advisor!

Matte & Associates Financial Solutions - Kelowna, British Columbia
Joe P.
5/5

Five stars isn't enough to express my gratitude and satisfaction with Maurice Matte and his team at Matte and Associates. I've had the pleasure of working with Maurice for over 25 years, and more recently, his son Chris has been a big help as well. The entire office team is incredibly friendly and professional, making me feel valued and confident in their expertise. I've been thrilled with the management of my savings funds and the portfolio choices they've guided me towards. I highly recommend Matte and Associates to anyone seeking trusted and personalized financial guidance." Joe and Denise Pagliaro

Matte & Associates Financial Solutions - Kelowna, British Columbia
Alan G.
5/5

Over the past 7 years my wife and I have been clients of Matte & Associates Financial Solutions. We are impressed with the professionalism and great service of the entire team. Communication is clear and emails are responded to promptly. Whether we meet with Maurice in person or on-line, he is thorough in reviewing our portfolios, welcomes our questions and always expresses genuine interest in us. This is greatly appreciated.

Matte & Associates Financial Solutions - Kelowna, British Columbia
Alyssa C.
5/5

I’m so glad I reached out to Chris Matte for help with my financial planning.
He helped me design a financial plan that not only focuses on growing my investments but also highlights where my current savings plan is lacking. He also offered valuable and insightful tax planning tips as well.
What really stood out was how genuine and helpful he was — no sales tactics, just honest advice. I’d highly recommend him to anyone looking for expert investment guidance.

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