Howell Financial Corp is dedicated to the highest quality of family and small business financial security planning. We use unique insurance and investment strategies coupled with expertise and originality to help our clients achieve their financial freedom.
Our mission at Howell Financial Corp is simple, offer common sense advice and clear direction delivered with pride and honesty to become the choice provider of financial solutions in Quinte.
We use a planning process focused on helping you achieve your goals, whatever they may be. Using this process, we'll gain a better understanding of what success means to you. We'll analyze your situation, identify gaps & create a personalized plan that will help you achieve your goals. We'll then review & monitor your plan regularly to ensure it meets your needs as your situation changes.
I really appreciate having health coverage through the Chamber Plan. It gives me peace of mind and is easy to use. Matt and Stacey are great too. They respond to my questions quickly. I have a lot of confidence with their advice and care.Dr. Stephen Lippitt
The money world is complicated. Trust is paramount. We trust Matt & Stacey to look out for our best interests, especially when we can't figure out how to juggle all the acronyms.Julie & Phil Barnes
Since taking over our group benefit plan 2 years ago, Matt at Howell Financial has helped us navigate decisions that resulted in the best outcome for our employees and our organization. He demonstrates not only a thorough and keen understanding of all aspects of our plan, but also a sincere desire to provide a high level of service and represent our interests well. I would recommend the expertise and services of Howell Financial without hesitation.Michelle Stephens
I really appreciate having health coverage through the Chamber Plan. It gives me peace of mind and is easy to use. Matt and Stacey are great too. They respond to my questions quickly. I have a lot of confidence with their advice and care.Dr. Stephen Lippitt
The money world is complicated. Trust is paramount. We trust Matt & Stacey to look out for our best interests, especially when we can't figure out how to juggle all the acronyms.Julie & Phil Barnes
Since taking over our group benefit plan 2 years ago, Matt at Howell Financial has helped us navigate decisions that resulted in the best outcome for our employees and our organization. He demonstrates not only a thorough and keen understanding of all aspects of our plan, but also a sincere desire to provide a high level of service and represent our interests well. I would recommend the expertise and services of Howell Financial without hesitation.Michelle Stephens
