understanding our clients’
financial needs and objectives
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.
What Our Clients Are Saying
"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] went out of their way to get to know me, even visiting me in the city where I reside... ...I feel Matte & Associates exemplifies honesty and integrity in how they conduct their business. Thank you for making me feel at ease. You have earned my trust."
M & V
"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. His staff are a pleasure to deal with. We unreservedly commend Maurice Matte and his team to you."
"I have been extremely impressed with the quality of advice on investment and estate planning, the performance of the investments, and the proactive tax planning that [Matte & Associates] has provided to both myself and my clients... I would not hesitate to refer clients, friends and family to Matte and Associates."
"I have been blessed over the past 15 years plus with a financial advisor who I can trust. I know my investments are safe and earning a good return. I know that the advice that I receive is in my best interests, as opposed to the interests of the advisor or investment company..."
If you are in need of financial solutions or advice, we are here to assist you.
Meet Our Team
With talent and expertise behind us, our team is built around a central objective: our clients’ success.
We foster our clients’ enjoyment of wealth through excellence in service and innovative financial product design.
Your one-stop-shop for your financial tools, calculators and resources that can help bring financial clarity.