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Bayside Financial is a professional accounting and financial planning firm providing expert services in bookkeeping, accounting, payroll, income tax preparation, financial planning, and more. With over 30 years of experience, our team of certified professionals provides personalized guidance to help small businesses achieve financial success.
Bayside Financial's team is praised for their exceptional service, expertise, and friendly approach, with clients appreciating their personalized attention, knowledge, and attention to detail.
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Atlantis Financial Inc. provides comprehensive financial planning and wealth management services to individuals and families. Our certified financial planners use a unique approach to help clients achieve their financial goals and secure their financial futures. With years of experience, we have helped numerous clients achieve financial freedom and peace of mind. Our team, led by Allan Norman, is dedicated to providing personalized financial planning, investment management, and retirement planning services to help individuals and families achieve their lifestyle goals.
The reviewers praised Allan Norman's expertise, communication, and personal touch, which helped them feel confident and secure about their financial future.
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Wealth Achievers is a boutique financial advisor firm that provides wealth management, financial advisory, and insurance services to individuals and families in Barrie, Toronto, the GTA, and Muskoka. With a focus on integrity, transparency, and personalized service, Wealth Achievers helps clients create a roadmap for achieving their lifetime goals.
Advisors praised for professionalism, knowledge, and responsiveness.
Clients reported issues with mortgage products and payment increases.
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Community Financial Credit Union is a financial institution that offers a wide range of financial services, including deposit and loan products, credit cards, student services, and business services. We are committed to providing our members with the tools and resources they need to achieve their financial goals. Our services include checking and savings accounts, certificates of deposit, IRAs, business accounts, auto loans, boat and RV loans, personal loans, home equity loans, and mortgage services. We also offer credit cards, student loans, and financial resources.
Community Financial Credit Union has received praise for its excellent customer service, knowledgeable employees, and helpful interactions.
Reviewers have criticized the credit union for its communication and technical issues, racism, and questionable practices, as well as leadership decisions that may have contributed to its downfall.
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Liahona Capital Inc. provides sound investment opportunities to clients through its professional team of management and staff, focusing on the preservation and growth of clients' wealth. The company offers a range of investment products and services, including exempt market securities and mortgage investment corporation shares, backed by a team of experienced professionals with expertise in compliance, accounting, and financial management.
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Blue Mountain Financial Management provides comprehensive financial services, including life insurance, critical illness insurance, disability insurance, and long-term care planning. We work with top insurance and financial service providers in Canada to offer personalized solutions tailored to your needs. Our team provides step-by-step guidance to help you achieve your financial goals and dreams. With our expertise, you can focus on healing without financial stress and achieve financial freedom.
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At McCullough & Sawyer Financial Services, we offer a range of financial planning services designed to help individuals and families achieve their financial goals. From investment planning to estate planning, our team of experts will work with you to create a personalized plan to secure your financial future. With over 50 years of experience, our team is dedicated to providing personalized service and expert guidance to help you achieve your financial objectives. Whether you're just starting out or nearing retirement, we're here to help you navigate the complexities of financial planning and achieve your goals.
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At Walton Financial, a professional financial service company based in Barrie, we offer a broad range of financial services to both businesses and individuals. Our team of experienced Barrie financial planners are committed to your financial success, working with clients all over Canada to help them fulfill their financial goals. We provide integrated planning for entrepreneurs, financial education, and partnership-based approach to help you achieve your short- and long-term financial goals.
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Synergy Life Financial helps Canadians achieve their retirement goals by offering personalized financial planning services, including registered retirement savings plans, tax-free savings accounts, and non-registered investment portfolios. Our team of experienced advisors work closely with individuals and business owners to create customized retirement plans tailored to their unique needs and goals. With a focus on financial freedom and security, we provide comprehensive retirement solutions to ensure a comfortable and sustainable lifestyle.
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