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Mabee & Associates Private Wealth Management - JENNIFER MABEE, CFP RRC FDS

5.0 25 reviews
Overall rating
5.0
out of 5
25 reviews
5 star 100%
4 star 0%
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2 star 0%
1 star 0%

About Mabee & Associates Private Wealth Management - JENNIFER MABEE, CFP RRC FDS

Mabee & Associates Private Wealth Management specializes in complex financial planning for business owners and professionals. Since 1997, the team has focused on building and protecting wealth through personalized solutions. Clients appreciate the care and understanding that goes into creating individualized plans, making a positive difference in their lives. The business fosters trusting relationships and values client connections, as seen in their organized events like Laughs and Lyrics, which offer a chance for clients to socialize and enjoy entertainment. Long-term clients express gratitude for the team's guidance, noting that decisions, especially regarding retirement, have become easier with their support. Overall, Mabee & Associates is dedicated to creating a welcoming atmosphere and ensuring clients feel valued and supported.

Jul 2026
5.0
We’ve been with Jenn for 18 years and have had fantastic service and attention. She has been with us through good and bad times and her advice is always very helpful. Highly recommended!
Jun 2026
5.0
It has always been a pleasure being one of Jennifer’s clients over the past 20+ years and working together with a strong financial growth plan that is regularly reviewed and updated.
Jennifer has my trust and my respect. She is passionate with her work and truly strives for the best financial outcomes for her clients.
I am proud of Jennifer and wish to congratulate Mabee & Associates on winning the prestigious Jeff Carney Award For Financial Planning Excellence. Well done…. Much deserved.
Sandra J
May 2026
5.0
Very knowledgeable and professional staff, who are responsive to my needs and desires. They tailored a plan to meet my personal and financial goals, and their flexible approach is great for changing life situations. Highly recommend!
Photos of Mabee & Associates Private Wealth Management - JENNIFER MABEE, CFP RRC FDS, 344 Logie Street,  Lindsay
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Hours

Monday 8:30AM - 4:30PM
Tuesday 8:30AM - 4:30PM
Wednesday 8:30AM - 4:30PM
Thursday 8:30AM - 4:30PM
Friday 8:30AM - 4:30PM
Saturday Closed
Sunday Closed

Location

344 Logie Street, Lindsay, ON K9V 0N4

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Mabee & Associates Private Wealth Management - JENNIFER MABEE, CFP RRC FDS · 344 Logie Street, Lindsay, ON K9V 0N4

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