CLIENT FOCUSED. RESULTS DRIVEN.
At Himmelman & Associates Financial Advisors, we believe that money is just fuel for living the life you want, and it's our goal to help you achieve that life. Life is busy, and most of us are unable to take the time to properly plan for tomorrow. That's where we come in - our team of experienced financial advisors is dedicated to helping Canadians reach their financial goals.
Our Story
Our story began with a passion for helping people achieve their financial aspirations. We believe that everyone deserves to live the life they want, and we're committed to helping our clients achieve that. Our team of experts has years of experience in providing sound, honest, and personalized financial advice to individuals, families, and businesses. We take the time to understand our clients' unique needs and goals, and work with them to build a financial strategy that addresses those goals.
Our Services
We offer a wide range of financial services, including investment planning, retirement planning, estate planning, and insurance planning. Our team of experts will work with you to identify your financial priorities and develop a comprehensive plan that addresses your specific needs. We also offer a complimentary second opinion of your financial plan, providing a candid and thorough overview of every aspect of your financial life.
Our Values
At Himmelman & Associates Financial Advisors, we're committed to providing exceptional service to our clients. We pride ourselves on our integrity, professionalism, and expertise. We're dedicated to helping our clients achieve their financial goals, and we're passionate about making a positive impact on their lives.
Meet Our Team
Our team of experienced financial advisors is dedicated to providing personalized service to our clients. We take the time to understand our clients' unique needs and goals, and work with them to develop a comprehensive financial strategy. Meet our team of experts and learn how we can help you achieve your financial goals.
Overall Impression
The reviews for Himmelman & Associates are overwhelmingly positive, with most clients expressing their satisfaction with the firm's professional services and expertise.
Professionalism and Expertise
Clients praise the team's professionalism, promptness, and effectiveness. They appreciate the time taken to understand their investment goals and develop a customized plan for both the short and long term. The team's expertise is emphasized, with clients noting that Brian Himmelman has extensive knowledge in finance.
Personalized Service
The firm's personalized service is highlighted, with clients expressing their appreciation for the attention to detail and the efforts made to keep them updated on their investments.
Trust and Recommendations
Clients highly recommend Brian and his team to colleagues, family members, and even other professionals, reflecting the level of trust they have built.
Negative Feedback
One client, Nathan Teyke, had a negative experience, describing the firm's professionalism as "negative" and stating that he would not recommend them. This outlier aside, the overwhelming majority of reviews are extremely positive.
Be the first to review Himmelman & Associates.
Write a Review
