Home Legal & Financial Lacombe Rob Maudsley | Solomon Financial | Sylvan Lake, AB
Legal & Financial · Lacombe

Rob Maudsley | Solomon Financial | Sylvan Lake, AB

Rob Maudsley is a Senior Financial Advisor with Solomon Financial offering comprehensive retirement and estate planning services including RRSP/TFSA optimization, investment management, and life insurance. Virtual consultations are available, and he serves clients in Alberta and

Best for Tax & Financial Planning ✓ ABSeniors Verified 5.0 · 29 reviews 📍 Serving Lacombe
Why ABSeniors highlights this provider
  • Emphasis on tax & financial planning
  • Free initial consultation
  • Remote / virtual meetings
  • 29 client reviews (5.0★ average)
Free to contact. No pressure, no obligation.
Provider overview

Strong fit for tax & financial planning.

Rob Maudsley is a Senior Financial Advisor with Solomon Financial offering comprehensive retirement and estate planning services including RRSP/TFSA optimization, investment management, and life insurance. Virtual consultations are available, and he serves clients in Alberta and Ontario.

Rating
5.0
Reviews
29
Listed
Lacombe
Area
Lacombe
ABSeniors family note

Evening and weekend appointments available — useful for busy families

Company snapshot
Provider typeLegal & Financial
Best forRetirement planning and investment setup
ServingLacombe
Rating5.0★ · 29 reviews
Talk with an advisor →
ABSeniors Confidence Score
7.3/10
29 reviews
Recent reviews
Website reviewed
Physical office
Funding info (CDHCI)

Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.

Care focus & strengths

What they're known for.

Care specialties
Tax & Financial Planning
Operational strengths
Free initial consultationRemote / virtual meetings

Summarized from the provider's own website. Verify specifics when you contact them.

Fit guide

Who this may be right for.

Good fit for

  • Retirement planning and investment setup
  • Couples and families setting up long-term investments and life insurance together
  • People new to financial planning or unfamiliar with investment concepts

Ask first if

  • Rob refers clients to other specialists within the Solomon network when a need falls outside his direct expertise
  • Divorce, spouse loss, or major life change requiring financial reset
What happens next

A calmer first step.

1

Brief phone conversation

Share what is happening, who needs care, and whether the need is urgent or exploratory.

2

Care needs and schedule review

Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.

3

Caregiver matching

The team looks for fit based on care level, personality, language preferences, and comfort.

4

Start small, adjust as needed

Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.

Location and service area

Serving Lacombe families.

Primary area
Lacombe
What families say

In their own words.

“Rob and Mardell are great to work with, and are always available to help with questions or requests. They make concepts easy to understand and put you in the best position for your needs. Highly recommend.”
“Rob is amazing to deal with. Patient, knowledgeable, easy to talk to. Can't meet during the day?? He will book an evening appointment, weekend. Whatever works best for you..”
“Rob has been incredibly helpful in guiding us through our financial planning. They take the time to explain things clearly, are always responsive to my questions, and genuinely care about my financial goals. Highly recommend!”

Excerpts from public Google reviews. See all reviews on the provider's Google listing.

Compare your options

Compare with similar Lacombe providers.

ProviderReviewsRatingBest for
Rob Maudsley | Solomon Financial | Sylvan Lake, AB · this provider 29 5.0 Tax & Financial Planning
Emma & Co. Law Firm 82 4.9 Estate Administration / Probate
Primerica Financial Svc 32 4.8
Western Financial Group Inc. - Canada's Insurance Broker 26 4.5
Wilson Cruickshank Law Office | Lacombe Lawyer 25 4.6 Estate Administration / Probate
Gish Law Office 24 4.3 Estate Administration / Probate

Based on Google review counts and ABSeniors data for legal & financial in Lacombe. Verify current details with each provider.

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Family questions

Questions families actually ask.

Does Rob Maudsley offer appointments outside of regular business hours? +

Multiple reviewers confirm that Rob accommodates evening and weekend appointments to fit clients' schedules, making him accessible to those who cannot meet during standard daytime hours.

Is Solomon Financial a good fit for someone with no prior financial planning experience? +

Several reviewers describe starting with little financial knowledge and finding Rob patient, clear, and non-judgmental in explaining concepts at the client's own pace.

What services does Rob Maudsley offer through Solomon Financial? +

Reviewers mention a range of services including investment accounts, life insurance, tax strategies, wealth building, and retirement planning, with referrals to other specialists for needs outside Rob's direct area.

How responsive is Rob to client questions and follow-up? +

Reviewers consistently describe Rob as quick to respond by phone, email, or text, and note that he proactively sends email summaries and reminders to keep clients on track.

Can Rob help someone going through a major life transition like divorce or home sale? +

Reviewers mention Rob successfully guiding clients through divorce, home sales, and complex family financial situations, helping them replan and set goals for the future.

Listing status

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