MATTHEWS & ASSOCIATES

4.7/5 (65)
NameMATTHEWS & ASSOCIATES
Address478 Downie Street, Peterborough, ON K9H 0A4
City
Category
Phone +1-705-743-9064   +1-866-862-3377  
Email ID
SpecialityTax Minimization, Retirement Income Strategies, Estate Planning, Risk Management Insurance, and Investment Management & Retirement Planning
AboutMatthews & Associates provides comprehensive financial and retirement planning in Peterborough, ON. The firm specializes in providing holistic retirement plans for individuals over age 50. Joseph Curry is a certified financial planner and president of Matthews and Associates. Beverley Savegnago is an investment administrator at the firm. The team develops holistically tailored financial plans particular to each person's unique situation and goals. Their mission is to guide and educate their clients using a team of financial professionals to address their unique needs. They understand financial plans are how important for you to get the right advice, and they guide you each step of the way in making the most of your retirement and building every opportunity possible for the ones you love. Matthews + Associates offers a free retirement assessment.
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