Financial Planner Near Me

Critical: Professionalism

Carol has done well with my investments, which has helped me in my retirement.

This is 2nd truck I have leased through Execucor, and the experience has been excellent from start to finish. Steve Moncrief has been excellent throughout the process. Un ... more

Since working with Kevan Modi & his team , they have met and surpassed my expectations of working with financial advisors. They take the time to really know their client ... more

(Translated by Google) Hello. I had the chance to meet Mr. Patrice Gervais on a few occasions and I really liked his professional approach and, particularly, his benevole ... more

I have been a client for more than 15 years, and Deborah and her team have definitely made my life easier! They are efficient and responsive and thorough - all of which I ... more

(Translated by Google) Complicated site and little feedback, lack of explanation. We have to call to find out if the account is completely overdue. (Original) Site compli ... more

Really knowledgeable planner. He took his time for my discovery session and then really helped me understand my specific situation.

Michael has been taking care of my financial portfolio for most of my life. What I really love about his service is the personal touch. You never feel like you're just an ... more

Positive: Professionalism

Thanks Tom, for listening and demonstrating that you understand my goals, plans and objectives. Im excited about my future!

Positive: Professionalism

Randy is very experienced and knows his stuff. He's helped me with all my retirement funds and found new account's to help me to diversify my funds. Thanks Randy!!

Really felt like they are looking out for my best interest

Jinsheng is a very meticulous and professional financial planner! He will take into consideration every client's needs and present a well customized plan.

Phone repeatedly after showing up at both addresses with nobody in the building. Was told they moved I'd already checked out the new location nobody was there. Called a h ... more

Brijesh was really helpful and knowledgeable. Was able to answer all my difficult questions. Also, he was able to make sure that at end my needs were met.

Thank you Amanda for your patient and organized approach to retirement planning. I have found communication and digital document signing a big bonus. Look forward to cont ... more

It's reassuring to work with a financial adviser who is truly interested in their clients needs, circumstances and preferences. Antoine has been my advisor for the past 1 ... more

Fantastic unbiased financial plan steering my finances in the right direction. Thanks Kevin for the piece of mind. Highly recommend this service!

Navigating the landscape of personal insurance and future investments is difficult and it is very overwhelming. Mitchell is an ally and is driven by architecting solution ... more

Phenomenal experience with Mr. Piazza. I have family and friends working with him because I have been so impressed with his exceptional service, for me personally. The fr ... more

Best accountant in Toronto hands down

Great service.

Gerry is extremely knowledgeable and thorough!

My family and I have had the opportunity to work with Paul on all things life insurance. He is knowledgeable and passionate about his business. (PASSIONATE!?) Paul care ... more

Positive: Professionalism, Responsiveness

Fantastic financial planning firm. Extremely professional, responsive, with the ability to provide a full financial plan inclusive of budgeting, life insurance, retiremen ... more

Good products knowledge and delightful customer service!

Offers customized products and advice in various financial products. Staff is helpful and friendly.

Have been trying to withdraw an RESP for my daughter and it has taken over 4 weeks and still no results. Communication is poor. Call backs are very difficult to get. No o ... more

Critical: Quality, Responsiveness

Am I going to be OK? I won't be until you finally stop playing your terrible advertisement 100 times during every NFL game. Edit: Checking in, September 13th 2020, still ... more

My experience here was great. The advisors are well versed and took great care of my needs. The staff were personable and friendly when I stopped in and offered coffee wh ... more

Great investment firm. I've been here for many years. I love the personal side. The returns are great.

Positive: Professionalism, Quality, Responsiveness, Value

Horrible experience with the floor manager that just up and left when I needed a explanation and a branch manager that pointed something our unmy account that was totally ... more

Adequate

Positive: Professionalism, Quality, Responsiveness, Value

Joanne was very kind and provided an excellent service