Empowering Your Financial Future, One Client at a Time
At NorMaxx, we are dedicated to providing our clients with independent financial planning advice that puts their needs at the forefront. Our team of experienced financial advisors offers a comprehensive range of products and services, including mutual funds, approved exempt market products, and exchange-traded funds, to help individuals, families, retirees, and businesses achieve their financial goals.
Our Mission
Our mission is to provide complete disclosure and transparency to our clients, ensuring that they receive unbiased and expert financial guidance. We believe in building long-term relationships with our clients, and our team of financial advisors is committed to working closely with them to understand their unique financial needs and objectives.
Our Services
We offer a wide range of financial planning services, including personal financial planning, wealth management, investment planning, insurance planning, and retirement planning. Our team of experts will work with you to create a customized financial plan that is tailored to your specific needs and goals. We also provide access to a comprehensive range of products and services from across the investment and insurance spectrum, ensuring that our clients have the resources they need to achieve financial success.
Our Team
Our team of financial advisors is comprised of experienced professionals who are dedicated to providing exceptional service to our clients. Our team members have extensive knowledge and experience in the financial services industry, and they are committed to staying up-to-date with the latest trends and developments in the field. We believe that our team's expertise and dedication are what set us apart from other financial planning firms, and we are confident that our clients will benefit from their guidance and advice.
Why Choose NorMaxx
At NorMaxx, we are committed to being truly independent and working for our clients, not the big banks. We believe that this independence allows us to provide unbiased and expert financial guidance that is tailored to our clients' specific needs and objectives. Our team of financial advisors is dedicated to building long-term relationships with our clients, and we are confident that our clients will benefit from our expertise and guidance.
Overall Experience
The reviewer had a highly positive experience with the financial service, giving it a 5-star rating.
Service Quality
The reviewer praised the service, stating that it was "great" and that their financial planner, Peter Marchl, was not only excellent in his role but had also become a great friend.
Personal Touch
The reviewer appreciated the personal touch provided by Peter Marchl, who had built a strong relationship with them.
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