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Discover the Matchett difference.
Monday - Friday: 8:30 AM to 5:00 PM
We are happy to announce the return of in-office appointments!
While you are in the office, you are required to wear a mask over your mouth and nose at all times, use the hand sanitizer provided and follow the physical distancing rules. We will also be following health and safety protocols per the CDC guidelines.
Phone or virtual appointments are also available.
Do you know about our Client Portal?
It is a convenient online tool where you can do things like check your portfolio balance, upload and e-sign documents, and change personal information such as your postal and e-mail addresses.
For instructions on how to register for portal access, please contact us.
Call 519-396-PLAN (7526) or e-mail email@example.com.
Last updated 10:02 AM on November 22nd, 2021