Synergy Life Financial - Barrie, Ontario

Synergy Life Financial

Adresse: #201, 30 Quarry Ridge Rd, Barrie, ON L4M 7G1, Canada.

Téléphone: 7054340562.

Site web: synergylife.ca.

Caractéristiques

Synergy Life Financial est une entreprise de conseil financier spécialisée dans les domaines de la mutuelle de santé, des sociétés d'investissement, du conseil en investissement et de l'assurance-vie.

Les experts de Synergy Life Financial sont des professionnels expérimentés qui offrent des conseils personnalisés et des solutions adaptées à chaque client.

Especialités

• Conseiller financier
• Mutuelle de santé
• Société d'investissement
• Conseil en investissement
• Compagnie d'assurance-vie

Informations pratiques

Avis

Avec une moyenne de 5/5 sur Google My Business, Synergy Life Financial est appréciée par ses clients pour sa professionnalisme, son approche personnalisée et son expertise dans le domaine du conseil financier.

Les clients soulignent la qualité du service, la disponibilité des experts et la transparence des informations présentées.

Recommandation

Si vous cherchez un conseiller financier confiable et expérimenté, Synergy Life Financial est une excellente option à considérer.

Visitez leur site web pour en savoir plus sur leurs services et leurs spécialités, et n'hésitez pas à contacter-les pour discuter de vos besoins financiers.

Cliquez ici pour contacter Synergy Life Financial et découvrir comment ils peuvent vous aider à atteindre vos objectifs financiers.

👍 Avis de Synergy Life Financial

Colleen C.

5/5

We went to Darryl for some financial advice as we are approaching retirement. Darryl is professional and approachable offering sound advice and direction. He walks us through step by step while still giving us the freedom to make our own informed decisions. He is a true financial partner sharing his expertise while respecting where we are on our path. I would recommend him to anyone. He is knowledgeable and personable. Very easy to work with.

Nancy L.

5/5

I just reached out to Darryl in June 2019 and I'm glad I did. Darryl took his time getting to know me, my situation and family dynamics and he has been very thorough in analyzing where I am at currently at. His advice is sound and although I thought I was well prepared, he made me realize there were things I had missed. Darryl is very easy to talk to and I like his down to earth approach He made me feel comfortable from the get go and I feel confident I am now on the right track with my retirement planning. As a result of the work Darryl has done for me, my better half has now set up an appointment to move his investments and retirement planning over as well.

Mandy M.

5/5

Darryl has been my financial advisor since 2011, and has been an excellent source of information and financial advice. When we first met I was working full time as a nurse and was concerned about how I was going to transition into retirement. Darryl took the time to listen to my concerns and answered all my questions and created a retirement plan for me that gave me the confidence to go from full time nursing to part time as I still want to keep busy. If you are nearing retirement I highly recommend you talk with Darryl and his company Synergy Life Financial.

Mark A.

5/5

Finances are about the most personal and impactful things in our lives. I've known Darryl for almost a decade and have admired his volunteer efforts to give back to the community, his straightforwardness and his honesty. His personal caring made investing with him personally a natural. It got a little tense when, as a Board Member of a local charity, I was charged with overseeing the investment of a six figure amount that had to be in safest place that would offer the best returns. There are a myriad of choices but Darryl's willingness to explain every detail in terms I understood and his being just a phone call or text away made the choice easy. I sleep very well knowing I have such a solid "teammate" on my side to achieve my personal and the Board's financial goals!!!

Mike B.

5/5

My wife and I have been dealing with Darryl for almost 2 years. We were reffered to him by an accountant that my wife worked for. He was highly recommended. He has helped us with our finances, retirement planning,and savings accounts for our children. Being in the construction industry my income is constantly fluctuating. Darryl has introduced us to banking products that help keep our finances stable during slow and busy times. He was great at explaining and recommending financial solutions specific to our needs. We will definitely continue to use Darryl to help our finances grow and stregthen our retirement plan.

Judith H.

5/5

I have been with Darryl Smith, my financial advisor, retirement planner and estate planner, since 2002. My husband switched to Darryl in 2008. What I appreciate is that there is never any pressure and he is always willing to explain and answer any of my many questions. He is very patient and is an easy person to deal with. I would recommend him to all family and friends or to anyone who is looking for an honest financial advisor.

John H.

5/5

I appreciate this opportunity to express my thanks to Darryl for managing my portfolio which has made steady, substantial gains since 2008 under his expertise. Darryl is always available to get together and review or suggest new initiatives to better secure our future. He is professional but personal which I find refreshing. He has my complete trust as I am now retired and need the assurance of security in all aspects of my future.

Darren R.

5/5

Darryl Smith has been a great referral partner of mine for the past 4 years. His depth of knowledge in financial planning & insurance is vast. I know that when I send one of my clients to him they will be getting the best service & care in the industry. Additionally, his commitment to community & family is unparalleled.