Brad Wendt's Contact Details

Brad Wendt's Company Details

Matte & Associates Financial Solutions

Kelowna, BC, CA • 5 - 9 Employees
Financial Services

Matte & Associates Financial Solutions is dedicated to helping customers achieve lifetime financial security. We seek meaningful, authentic long-term client relationships and we achieve them by listening and understanding our clients' financial needs and objectives. These two values can only be realized after spending time together, either in person or in conversation. Our clients share personal and financial information so that we can effect a sound, long term plan together that is tailored to their preferences, concerns and particular needs. Mutual trust and respect are essential to the relationship. Our goal as Advisors is to keep our clients informed and feeling secure about what is going on with their finances. We want to hear about their hopes, wishes and dreams and, over time, work with them to turn those desires into reality. We pride ourselves on maintaining the highest standard of client service and satisfaction. We don't just say it, we practice it every day! Our business has grown over the years because our clients regularly refer family, friends, neighbors and business colleagues. Referrals are the highest compliment and our clients' success is our success! By nurturing and maintaining an open-door working relationship, we commit to researching, discussing and explaining our strategies to help ensure our clients remain fully protected in all areas of their lives throughout the good times and the bad. We are dedicated to helping others succeed!