Matthews + Associates

Finance · Canada · 1-10 Employees

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Overview

Headquarters

478 Downie St, Peterborough, Ontario, K9...

Phone Number

(705) 743-9064

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Matthews + Associates

Matthews + Associates specializes in retirement planning services, focusing on individuals aged 50 and older who are preparing for or are already enjoying retirement. They offer personalized financial guidance, including retirement income planning, tax planning, risk management, and estate planning, ensuring clients feel informed and supported throughout the process. The firm emphasizes building long-term relationships based on trust and clarity, rather than one-time advice or product sales. Their approach is designed to simplify clients' financial lives and help them gain confidence in their future.Explore more
Matthews + Associates's Social MediaPopular SearchesMatthews + AssociatesMatthews & AssociatesMatthews and Associates Insurance and Investment S...Mathews, George and AssociatesMatthews & Assoc Ins & InvestSIC Code 62,628NAICS Code 52,523Show more

Matthews + Associates Org Chart

PhoneEmail
CW
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Associate Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Matthews + Associates

<$5M
1-10
Private
-
1953
CW
Catherine WilsonAssociate Advisor
<$5M
11-50
Private
-
2015
KL
Katrina LyonsCertified Financial Planner
<$5M
1-10
Private
-
1992
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1991
RY
Robert YoungCertified Financial Planner
<$5M
1-10
Private
-
2009
RL
Renee LedwinkaExecutive Assistant
<$5M
1-10
Private
-
2000
DB
Diane BeischerClient Services Coordinator
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Matthews + Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Matthews + Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Matthews + Associates.

Matthews + Associates Tech Stack

A closer look at the technologies used by Matthews + Associates

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Frequently Asked Questions Regarding Matthews + Associates

What is Matthews + Associates's official website?
Matthews + Associates's official website is www.matthewsandassociates.ca
What is Matthews + Associates's Revenue?
Matthews + Associates's revenue is <$5 Million
What is Matthews + Associates's SIC code?
Matthews + Associates's SIC: 62,628
What is Matthews + Associates's NAICS code?
Matthews + Associates's NAICS: 52,523
How many employees does Matthews + Associates have?
Matthews + Associates has 1-10 employees
What industry does Matthews + Associates belong to?
Matthews + Associates is in the industry of: Finance, Securities Trading
What is Matthews + Associates competition?
Matthews + Associates top competitors include: Kudsia Leith Sanchez, Points Financial Solutions, Stratego Financial, Visionary Wealth Planning
What technology does Matthews + Associates use?
Some of the popular technologies that Matthews + Associates uses are: WordPress.org, reCAPTCHA, PHP, Google Cloud Web Serving
How do I contact Matthews + Associates?
Matthews + Associates contact info: Phone number: (705) 743-9064 Website: www.matthewsandassociates.ca
What does Matthews + Associates do?

Matthews + Associates specializes in retirement planning services, focusing on individuals aged 50 and older who are preparing for or are already enjoying retirement. They offer personalized financial guidance, including retirement income planning, tax planning, risk management, and estate planning, ensuring clients feel informed and supported thro... ughout the process. The firm emphasizes building long-term relationships based on trust and clarity, rather than one-time advice or product sales. Their approach is designed to simplify clients' financial lives and help them gain confidence in their future.Read More

What are Matthews + Associates social media links?
Matthews + Associates Facebook page
Is Matthews + Associates a public company?
Matthews + Associates is private company therefore does not currently have an official ticker symbol
See more information about Matthews + Associates

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