First Oak Financial Inc. - Port Moody, British Columbia

First Oak Financial Inc. est une entreprise spécialisée dans la planification financière, la courtage d'assurances et les conseils en investissement. Vous pouvez les trouver à l'adresse suivante : 3190 St Johns St #212, Port Moody, BC V3H 2C7, Canada. Leur numéro de téléphone est le 6043637549 et leur site web est firstoakfinancial.ca.

Chez First Oak Financial Inc., ils offrent des rendez-vous en ligne et des services sur place. Leur établissement est accessible en fauteuil roulant, y compris leur parking et leurs toilettes. Ils ont reçu un total de 25 avis sur Google My Business, avec une note moyenne de 5/5. Cela témoigne de la qualité de leur service et de leur engagement envers leurs clients.

En termes de planification financière, First Oak Financial Inc. offre une variété de services pour aider les individus et les entreprises à atteindre leurs objectifs financiers. Leur équipe de planificateurs financiers expérimentés peut vous aider à élaborer un plan financier personnalisé qui tient compte de vos besoins et de vos objectifs uniques.

En ce qui concerne les assurances, First Oak Financial Inc. offre une gamme complète de produits d'assurance pour protéger votre vie, votre santé et votre patrimoine. Leur équipe de courtiers d'assurances peut vous aider à trouver la couverture qui convient le mieux à vos besoins et à votre budget.

Enfin, en matière de conseils en investissement, First Oak Financial Inc. offre des conseils professionnels pour vous aider à prendre des décisions éclairées en matière d'investissement. Leur équipe de conseillers en investissement expérimentés peut vous aider à élaborer une stratégie d'investissement personnalisée qui tient compte de votre tolérance au risque et de vos objectifs financiers.

Avis de First Oak Financial Inc.

Giuseppe Caputo

5/5

Had a great session with Jeffrey! Made me feel comfortable from the get-go and you could tell right away he's got a wealth of knowledge and experience when it comes to investing. Really appreciated his time and look forward to working with him again in the near future.

Scott Park

5/5

Jeff and I do collaborative work with clients and he is always reliable, professional and very knowledgeable. I have no hesitations referring my clients to him if they are in need of insurance, investing or financial planning. Highly recommend.

Viv

5/5

I would definitely recommend Jeff for your financial planning. He was friendly, knowledgeable and spoke in terms that anyone can understand. He provided me with various scenarios to help me navigate the future. Thanks Jeff!

Hamid Hadilou

5/5

I had a privilege of doing business with First Oak Financial to getting Medical Plan Insurance for our employees benefit. Jeff Graham kindly, and generously helped us to set up account, and go though every concerns or questions we had.
He is commitment to his clients, and his dedication to provide excellent service and the best financial advice. He has great relationships within the financial industry and throughout the community in order to best meet his clients needs. He is respectful, kind, funny, honest and shows up with the highest integrity at the office and in all aspects of his life. Highly Recommended!

Douglas Barsaloux

5/5

I recently approached First Oak Financial Inc. for advice around retirement and estate planning, Jeff did not disappoint! I find him to be very engaging, highly knowledgeable, and genuinely committed to the best interest of his clients. I look forward to an ongoing “partnership” and would absolutely encourage anyone in need of guidance, in the often confusing world of finance, to give Jeff a call.

Philip Rechsteiner

5/5

Jeff and his team at First Oak Financial were extremely helpful in detailing the benefits of various life insurance policies. They were very knowledgeable, professional, punctual and patient, which made the process far easier for me. I would highly recommend First Oak for anyone looking for various insurance and financial services.

Brent Shepheard

5/5

I had the pleasure of using Jeff to arrange my life insurance. He was very prompt and clear in all of his communications. He took the time to fully understand my situation and come up with a solution that worked for me. I highly recommend his services!!

Stephanie Rennie

5/5

Jeff was a pleasure to work with! He was professional, quick to respond and patiently walked me through all my questions. I would highly recommend him for your life insurance and financial planning needs!