Empowering You to Take Control of Your Finances.
Our Vision: We empower you to take control of your financial future and achieve work-life balance.
Our Mission: To provide independent advisory services for individuals, families, medical professionals, and corporations on their insurance, investment, and financial service needs.
Our Approach: We take a collaborative and personalized approach to financial planning, focusing on understanding your unique goals, values, and financial circumstances. We work with you every step of the way, from initial discovery to implementation and ongoing stewardship.
Who We Are
Brightrock Financial is led by Janea Dieno, a seasoned financial advisor with a deep understanding of the complex financial landscape. Our team of experts also includes Jordan Macpherson, an associate advisor, Lorelle Brehaut, an investment advisory assistant, and Tanya Kirkwood, our office manager.
Individual & Family
- Comprehensive financial planning
- Investment planning
- Insurance review and optimization
- Retirement planning
- Estate planning
- Tax planning
Corporate & Entrepreneur
- Business succession planning
- Employee benefit planning
- Retirement plans for businesses
- Risk management strategies
- Financial consulting services
Medical Professionals
- Specific insurance solutions for physicians and healthcare workers
- Financial planning tailored to their unique needs and challenges
- Access to specialized healthcare investment options
Our Core Values
- Integrity: We prioritize transparency and honesty in all our dealings.
- Client-Centricity: Your needs and goals are our primary focus.
- Expertise: We maintain ongoing professional development to deliver the highest quality advice.
- Accessibility: We strive to provide clear and concise explanations in understandable language.
- Empowerment: We believe in educating clients and fostering their financial knowledge.
Join us on your journey to financial clarity and stability. Contact us today to schedule a complimentary consultation!
Overview of Janea's Financial Services
Janea's financial services have received glowing reviews from her clients, with all reviewers giving her a 5-star rating.
Professionalism and Expertise
Clients have praised Janea for her professionalism, knowledge, and expertise in financial planning. She is described as being thorough, organized, and approachable, with a genuine commitment to her clients' success.
Personalized Service
Reviewers have appreciated Janea's personalized approach, taking the time to understand their individual needs and goals. She is commended for being responsive, flexible, and accessible, making her clients feel valued and supported.
Trust and Reliability
Janea's clients trust her implicitly, citing her integrity, compassion, and willingness to go above and beyond to help them achieve their financial objectives.
Exceptional Communication
Clients have praised Janea's communication style, which is clear, concise, and easy to understand. Her monthly newsletters and regular updates keep her clients informed and up-to-date on market trends and financial developments.
Highly Recommended
Without exception, all reviewers have highly recommended Janea's services to friends, family, and anyone seeking reliable financial guidance.
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