Services Offered
Retirement Planning
Custom strategies to prepare for and manage retirement income, investments, and lifestyle goals.
Investment Management
Professional portfolio management tailored to your risk tolerance and financial objectives.
Estate Planning
Guidance on wills, trusts, and legacy planning to protect your assets and family.
Social Security Optimization
Expert advice on maximizing Social Security benefits and timing strategies.
Wealth Management
Comprehensive financial oversight including banking, taxes, and asset allocation.
Financial Consultation
Personalized one-on-one sessions to address specific financial concerns and opportunities.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
J
Jason Wolf
via Google
6 months ago
Matt and his team are extremely knowledgeable and completely versed in all aspects of wealth Managment. I have recommended them to my friends and family.
N
Nancy Kesslervia Google
10 months ago
Navigating my iPhone and figuring out how to open a QR code hasn’t been easy for me at my age 71-years-old but that is how much I want others to know what a blessing Matt and Ameriprise has been to my husband and me. We have had disappointing advisers over the years but Matt and his colleagues are so superior to all our past experiences that I wish I could give them more than 5 stars. Matt has given us great advice not only financially but advice regarding our wills, social security, banking mistakes we needed to rectify, etc.. With all the ups and downs in the market, we have never worried about our finances because Matt and Ameriprise make great decisions and have kept on an even keel for years.
R
Ron Jenkinsvia Google
about 1 year ago
My wife and I have selected Affirm Wealth Advisors to assist us in managing our retirement portfolio as well as some other asset management tasks. Working with Matt MacLean and his team of professionals has helped us navigate the complex landscape of financial planning. Matt’s personal approach to his clients has helped put us at ease and instill confidence that my family will be prepared when the time comes for our retirement. I would highly recommend Matt and Affirm Wealth Advisors.
J
Josepp Rutkowskivia Google
about 1 year ago
Mathew MacLean is outstanding in his professionalism and expertise in the Financial industry. His honesty and strong faith is a guiding presence in everything he does. The entire office staff is always very friendly and treats everyone as a VIP (very important person)
S
Steve Martinvia Google
about 1 year ago
Garrett is amazing! He is brilliant and gifted. There are clear reasons he has so many awards that he could play chess with them. Truly one of the best in the industry. Really grateful for his help and guidance. He definitely took us to a higher level.
