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Harmony Financial Services provides personalized wealth management and financial solutions to individuals, families, and businesses in Edmonton. Our team of experienced financial advisors offers comprehensive services, including investment advice, insurance solutions, and Travel and Health & Dental Insurance Plans. We take a holistic approach to understanding our clients' unique situations and goals, providing guidance and education to help them achieve financial stability and freedom. With no out-of-pocket fees, our clients receive unbiased advice and tailored solutions to meet their needs.
Lei Ren is praised for his expertise, personalized service, trustworthiness, and dedication to his clients' financial well-being.
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At Zdyb Financials Ltd, we strive to provide friendly and professional support for all your insurance, retirement planning, and investment needs. Our tailored financial planning services help individuals, families, and business owners achieve their financial goals. From insurance and retirement planning to estate planning and investment management, we provide customized solutions to help our clients build a secure financial future.
Reviewers have praised Jason's personalized approach, excellent communication, and expertise, among other positive qualities.
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Navigator Financial Services Inc. is an independent financial advisory firm that provides comprehensive financial planning to help individuals and families achieve their financial goals. Our team of experienced financial advisors and portfolio managers offer personalized financial strategies, risk management, and estate planning to help clients make informed decisions about their financial futures. We pride ourselves on our honest, transparent, and holistic approach to financial planning, and our goal is to help our clients achieve peace of mind and financial security. With a team of professionals who are passionate about helping others, we strive to build long-term relationships with our clients and help them navigate life's financial uncertainties. By providing expert advice and strategic planning, we aim to make a positive impact on our clients' financial futures and overall well-being.
Reviewers praise Lou's exceptional service, expertise, and personality, making their financial experiences seamless and stress-free.
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World Financial Group, a Transamerica company, helps individuals and families find financial security through life insurance, retirement and wealth-building strategies. Our licensed agents create a strategy to help achieve financial independence and create a better quality of life for you and your loved ones.
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Blackburn Davis Financial specializes in providing personalized wealth management and financial planning services to individuals and families. Their team of certified financial planners and chartered investment managers use a collaborative approach to help clients achieve their financial goals. With over 50 years of combined experience, they offer expertise in financial planning, investment management, and retirement planning. Their clients appreciate their transparent approach, education, and guidance in making informed financial decisions.
The reviewers praise the team at Blackburn Davis Financial for their exceptional service, professionalism, and trustworthiness.
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We are Edmonton's Employee Benefits Specialists, offering expertise in group benefit plans, insurance claims process assistance, and flexible plan designs. Our services include employee benefit education, insurance claims process assistance, and plan design. We also provide assistance with billing issues, claims procedures, and implementing new products such as Group RRSPs and Health Spending Accounts. Our staff can help plan administrators and employees navigate the online administration website, coordination of benefits, individual life insurance, long-term care, and critical illness insurance.
The company's exceptional customer service and expertise have led to multiple 5-star reviews, with clients praising their professionalism, knowledge, and commitment to their clients' needs.
One reviewer had a negative experience with the company, stating that they were rude and unprofessional.
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At Summerside Equipment Leasing, we offer flexible financing options for businesses looking to acquire new or used equipment across Canada. Our team of experts has years of experience in the equipment leasing industry and can help you navigate the process with ease. Whether you're looking to purchase new equipment or upgrade your existing machinery, we can provide you the financing solution that works for you. We work with a variety of lenders to ensure that we can offer the best terms and structures to meet your unique needs. Our quick approvals and competitive rates make it easy for you to get the equipment you need to run your business smoothly.
The positive comments highlight the excellent service provided by Alan Wali, Gugan, and other employees of Summerside Financial Agency, who were praised for their professionalism, communication, and follow-up services.
The negative comments mention delays, poor communication, and a lack of follow-up, which led to disappointment and cancellation of deals.
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RTR Advisory Group is a team dedicated to providing financial planning and wealth management services to medical professionals, business owners, and retirees. Our team of advisors and specialists work together to understand each client's unique story and vision, creating a coordinated wealth management plan tailored to their specific needs. Our goal is to become one of our client's most trusted advisors, providing expert guidance and support throughout their financial journey. Our strength is generated from our commitment to our clients, our people, and our community. We strive to provide an educational, comfortable, and professional experience that gives our clients confidence in their financial plan.
The reviewer's experience was marred by poor communication, lack of accountability, and a lack of client-centric approach.
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Pollock Financial Services Ltd. is a professional financial planning firm that provides a wide range of services to help individuals and businesses achieve their financial goals. Our experienced team, led by Scott Pollock CFP, CHS, offers expert advice on investments, retirement planning, estate planning, insurance, and more. We believe in building long-term relationships with our clients and strive to provide personalized service and tailored solutions that meet their unique needs and goals. With a focus on innovation, professionalism, and client satisfaction, we are dedicated to helping our clients achieve financial freedom and peace of mind.
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Amiri Wealth Management is a financial solutions firm that offers a range of services including insurance planning, investment, employee benefits, financial advice, retirement planning, and estate planning. Our team of experts provides customized solutions to help clients protect and preserve their wealth, and we pride ourselves on our reliability, credibility, and reputation. With a focus on education, knowledge, and experience, we provide sound, honest, financial advice that is tailored to each client's unique needs and goals. As a leading financial services firm, we have built a reputation for delivering exceptional service and achieving outstanding results.
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As a trusted financial services provider, Cyca Financial Services Inc. offers a comprehensive range of insurance and financial solutions to individuals and families in Sherwood Park, AB. Our team of experienced advisors, led by Dennis Cyca, CFP, CLU, CHFC, provides personalized financial planning, insurance, and investment services to help clients achieve their long-term goals. With a focus on building strong relationships and providing professional, prompt, and responsive service, we help our clients create a secure financial future. Our services include life insurance, disability insurance, critical illness insurance, group benefit packages, health and dental coverage, travel insurance, investments, and more.
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Sterling Wealth Management is a financial planning firm that helps individuals and families plan for their financial goals, including protecting their loved ones, investing their money wisely, creating a legacy, and preparing for retirement. Our expert advisors use a personalized approach to develop a well-constructed financial plan that meets each client's unique needs, goals, and risk tolerance. With a focus on investor education and building strong relationships, we strive to earn our clients' trust and help them achieve financial peace of mind. Whether you're starting out, established, retired, or seeking financial advice for your business or education, our team is dedicated to providing expert guidance and support every step of the way.
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Our core business is finding your best deal on financing, but we also provide business advisory services (CFO-for-hire, bookkeeping support), bridge or temporary financing solutions, lease & loan insurance, and factoring services. In all cases, we are focused on helping you to save money, save time, get the right advice, and achieve proper diversification across lending institutions.
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Advisors That Care Financial Destinations Group is a trusted financial advisory firm providing independent, unbiased, and non-proprietary financial guidance in the Edmonton-area. Our financial advisors offer professional advice to help individuals and businesses make informed decisions about their financial needs. We provide a range of services, including wealth management, financial planning, insurance, group benefits, and retirement planning. Our systematic approach includes discovering individual needs, strategizing a financial strategy, implementing plans, and frequently reviewing and monitoring progress.
The reviewers praised the company's representatives for their exceptional service and knowledge.
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123Retire is a financial services organization that specializes in helping individuals plan their retirement and protect what matters most - their family, lifestyle, and legacy. We pride ourselves in taking the time to get to know our clients personally, developing strategies tailored to their unique retirement needs and goals. With transparent and tell-it-like-it-is advice, we provide clarity, wisdom, and partnership to co-create and implement sustainable financial solutions for our clients' futures. Our process answers three simple yet critical questions for our clients: What do I get? What does it cost? How will you keep me on track?
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At 42 Financial, we believe that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of. Our financial planners take the time to get to know you, understand your needs, and develop a personalized financial plan that aligns with your values and goals. With a focus on financial education and investor education, we help our clients build strong relationships and make informed decisions about their financial futures. We understand that controlling your risks and minimizing taxes is important, and we'll work hard to help you achieve peace of mind about your hard-earned money and financial future.
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Sader Financial Advisors Group is a trusted partner for comprehensive financial advisory services, offering a range of solutions including investment and risk management, taxation, succession, insurance, family legacy, and continuity planning. Our team of experts, led by Daryl Sader, provides personalized service to help individuals and families achieve financial success.
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Hanna Financial Group Inc. is a trusted financial services provider that offers a range of financial products and services to meet our clients' specific needs. Our team of experts is committed to providing sound, honest, and personalized financial advice based on education, knowledge, and experience. We help our clients achieve their financial goals by offering a variety of financial products and services, including mutual funds, insurance solutions, and banking products. Our goal is to simplify our clients' financial lives and provide them with confidence in their financial decisions. Whether you're looking to build your wealth, protect your loved ones, or achieve financial independence, our team is dedicated to helping you achieve your goals.
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Established in 2007, Gold Investment Management is a registered portfolio manager currently serving clients in Alberta, British Columbia, Saskatchewan, Manitoba, Ontario, Quebec, and Nova Scotia. The company offers disciplined investment management methods, combining strategic investment management decisions with potentially tax-efficient investments such as exchange-traded funds (ETFs). With a team of experienced professionals, including Chartered Financial Analysts (CFAs), Gold Investment Management aims to deliver competitive results for its clients. By providing personalized investment management and transparency in fees, the company prioritizes its clients' individual circumstances, risk tolerance, and financial objectives. With a focus on fiduciary responsibility and professional qualifications, Gold Investment Management is committed to upholding the highest standards of integrity and excellence in the investment industry.
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Legacy Financial Group LTD is a revolutionary financial services company that empowers advisors to build sustainable businesses, focusing on transparency and comprehensive financial services options. Our experienced team of advisors provides customized solutions for individuals, families, and businesses, including investment options, tax-efficient planning, and insurance services. We believe in building long-term relationships and providing education to our clients, enabling them to make informed financial decisions. With a focus on innovation and collaboration, we strive to change the way finance is conducted in Canada.
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Metro Financial Planning is a full spectrum financial planning company based out of Edmonton, Alberta. Our team is committed to providing professional, full-range services to help clients identify their financial goals and plan for the lifestyle they want. With proficient experience in investment management, insurance protection, and long-term financial planning, we help clients achieve financial freedom by making informed decisions about their financial futures. Our goal is to become your trusted counsel in all financial matters, providing peace of mind and guidance every step of the way.
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