Your Money. Your Unique Journey. FOCUS | INTEGRITY | EXPERTISE
At Ecclestone Financial Group, we understand that every individual, family, and business has a unique financial journey. Our mission is to guide you along this path, providing exceptional client service and expert advice to help you achieve your financial goals. Our team of dedicated professionals is committed to treating every client's situation as unique, because it is. We pride ourselves on exceeding our clients' expectations and pride ourselves on being a trusted partner in the community.
As a family-owned and operated business, we have a strong foundation of core values that drive our approach. We believe in the importance of honesty, truthfulness, hard work, and kindness. Our team is built on these values, and we strive to create a culture of integrity and expertise that sets us apart from others.
Our Services
At Ecclestone Financial Group, we offer a wide range of services designed to meet the unique needs of our clients. Whether you're an individual looking to plan for retirement, a family seeking to secure your children's future, or a business owner looking to grow your enterprise, we have the expertise and solutions to help you achieve your goals.
We specialize in providing guidance on investments, retirement planning, insurance strategies, and wealth transfer. Our team is dedicated to staying up-to-date on the latest market trends and regulatory changes, ensuring that our clients receive the best possible advice.
From asset management and wealth accumulation to tax planning and estate planning, we can help you navigate the complex financial landscape with confidence. Our expertise extends to business succession planning, insurance solutions, and retirement strategies, ensuring that your financial future is secure and prosperous.
Our Approach
At Ecclestone Financial Group, we believe that building strong relationships with our clients is essential to achieving their financial goals. That's why we take the time to understand your unique situation, listening carefully to your concerns and aspirations. We then work with you to develop a customized plan that addresses your specific needs and goals.
Our approach is client-centric, and we are committed to providing exceptional service and advice every step of the way. Whether you need guidance on investments, insurance strategies, or simply have questions about your financial situation, we are here to help.
What Our Clients Say
We're proud of our reputation for exceptional client service and expertise. Here's what some of our clients have to say about their experience with Ecclestone Financial Group:
- "Pat R. Bryan is excellent. He looks at your financial situation to see which products or services he's able to provide you. Bryan has a no pressure attitude with his clients, which is great as this allows you to think about what you would like/not like to do before you agree to any product or service, he may have offered you."
- "Susan L. Allan listened to what I wanted and then put together a strategy, that even I understood, to achieve it. I'm now much more confident in how the future will unfold."
- "There is no group more serious about what they do. Yet they accomplish this with kindness, patience and lots of humour too."
Overall Experience
The reviewers have had an overwhelmingly positive experience with Ecclestone Financial Group, citing excellent service, personalized attention, and trust in the team's ability to manage their financial needs.
Key Strengths
- Personalized Service: Reviewers appreciated the personalized service, with some even mentioning that they felt like part of the family. The team's attention to detail and willingness to go above and beyond were highlighted.
- Trust and Confidence: Many reviewers expressed their trust and confidence in Ted and his team, stating that they felt their financial needs were being managed wisely and with personal care.
- Expertise: The team's knowledge and expertise in financial planning, investments, and insurance were praised by multiple reviewers.
Particular Praise
- Ted Ecclestone: Ted was singled out for his exceptional service, down-to-earth personality, and commitment to his clients.
- Kevin Herder: Kevin was mentioned for his help with insurance needs, with one reviewer appreciating the opportunity to meet him in person.
- The Entire Team: The staff at Ecclestone Financial Group were praised for their responsiveness, patience, and fun-to-work-with attitude.
Be the first to review Ecclestone Financial Group.
Write a Review
