Make financial freedom attainable for everyone
OBS Financial Services is a leading provider of comprehensive wealth management solutions in Oakbank, Manitoba. Guided by a team of experienced professionals, we empower individuals and businesses to achieve financial freedom through personalized plans designed to meet their unique needs and goals.
Our Mission & Values
Our mission is to make financial freedom attainable for everyone. We believe in empowering our clients by providing personalized financial guidance and support every step of the way.
Our Expertise
We offer a diverse range of services across four key areas of wealth management:
1. Investment Management
- Portfolio creation and management
- Retirement planning and implementation
- Tax-efficient investing strategies
2. Insurance Planning
- Comprehensive insurance review and recommendations
- Protection against financial risks such as accidents, illness, and death
- Customized risk management strategies
3. Income Tax Services
- Accurate tax filing and optimization
- Tax planning and mitigation strategies
- Expertise in dealing with government tax agencies
4. Business Services
- Business accounting and advisory services
- Payroll management and bookkeeping
- Business succession planning
Meet the Team
Stacey Bartel, the founder and owner of OBS Financial Services, has over 30 years of experience in the financial services industry. He is joined by a team of qualified and experienced professionals who are passionate about helping clients achieve their financial dreams.
Our Approach
We take a holistic approach to wealth management, considering your entire financial situation and goals. We focus on:
- Building wealth through strategic investments
- Preserving wealth through proper insurance coverage
- Managing tax efficiently
- Preserving wealth for the future through succession planning
Why Choose OBS Financial Services?
- Personalized and collaborative approach
- Experienced and qualified professionals
- Transparent and clear communication
- Commitment to client satisfaction
- Comprehensive range of services to meet your individual needs
Connect with us today to start building a solid financial future!
Overall Experience
The reviewers have had predominantly positive experiences with their accountants, with four and five-star ratings. The accountants, Stacey and Donna, have been praised for their knowledge, expertise, and excellent service.
Knowledge and Expertise
Stacey has been an accountant for over 10 years and has extensive knowledge in taxes, CRA, and changes in the tax system. Donna has also been commended for her expertise in doing taxes quickly and making the process easy for her clients.
Customer Service
The reviewers have been impressed with the level of customer service provided by the accountants. Kim has always recommended Stacey to anyone looking for an accountant, while Andrew highly recommends Donna for her professionalism and efficiency.
Additional Services
Stacey offers additional services such as mortgage and investment advice, making him a one-stop-shop for his clients' financial needs.
Drawbacks
There are no specific drawbacks mentioned in the reviews. However, the reviewers have noted that the accountants are knowledgeable and skilled in their field, which may be a drawback for those who prefer to handle their own finances.
Be the first to review Obs Tax Service.
Write a Review
