We focus on our clients' overall results - not just what they earn on their investments but what they keep after taxes and fees. With over 20 years of experience, Matte & Associates Financial Solutions can provide financial solutions and advice to individuals and families, corporations as well as charities and non-profits.
As a new investor, and after hearing stories about investing scams, I felt intimidated and nervous about trusting someone with my hard-earned money. Matte & Associates services were recommended to us by a friend who has been a client for over 20 years and like him we have not been disappointed. The returns on our investments to date are outstanding and his emphasis on preserving capital is most reassuring.
As a new investor, and after hearing stories about investing scams, I felt intimidated and nervous about trusting someone with my hard-earned money. Matte & Associates services were recommended to us by a friend who has been a client for over 20 years and like him we have not been disappointed. The returns on our investments to date are outstanding and his emphasis on preserving capital is most reassuring.
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About Us
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Like all great stories, this one begins with two friends. It was refreshing to find another individual in the financial industry with similar views on how to run a business. Although two decades behind Maurice in the business, Brad found a mentor that had built his practice the right way. In Brad, Maurice had a friend that brought a wealth of education and exuberance to their interactions.
Services & Solutions
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Markets are continually changing and understanding how or if it affects you can be overwhelming. That's why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions - now and in the future. Whether you're investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow.
Who We Help
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Holistic financial solutions identifies and takes into consideration the entirety of a client's financial situation both present and future. When the client receives completely inclusive or complete holistic advice, they are far better able to make decisions that insure that their total objectives are more realistically obtained.
Testimonials
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As a new investor, and after hearing stories about investing scams, I felt intimidated and nervous about trusting someone with my hard-earned money. A family friend recommended Matte and Associates to me. I originally spoke with Mike, who made me feel at ease right from the start. He went out of his way to get to know me, even visiting me in the city where I reside.
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