deGraaf Financial Strategies - Burlington, Ontario

deGraaf Financial Strategies

deGraaf Financial Strategies est une entreprise située au 775 Old York Rd, Burlington, ON L7P 4X8, Canada. Vous pouvez les contactez par téléphone au 9056329900 ou visiter leur site web dgfs.ca. L'entreprise est spécialisée dans les services de planification financière, assurance et investissement.

deGraaf Financial Strategies se distingue par plusieurs avantages pour leurs clients, notamment la gestion par une femme, des rendez-vous en ligne disponibles, des services sur place, un parking accessible en fauteuil roulant, des toilettes accessibles en fauteuil roulant et des toilettes propres. L'entreprise est également une boîte sûre pour les personnes transgenres et accueillante pour la communauté LGBTQ+. Les rendez-vous sont obligatoires et recommandés.

En ce qui concerne les avis, deGraaf Financial Strategies possède 30 avis sur Google My Business avec une moyenne de 5/5. Les avis sont généralement très positifs, soulignant l'excellente expérience client, la professionnalisme et la compassion du personnel, la préparation et l'information fournie aux clients. deGraaf Financial Strategies est perçu comme une entreprise recommandable où les clients se sentent en sécurité et bien pris en charge dans leurs démarches financières.

Spécialités et services

• Planificateur financier
• Courtier d'assurances
• Conseil en investissement

Autres données d'intérêt

• S'identifie comme géré par une femme
• Rendez-vous en ligne
• Services sur place
• Parking accessible en fauteuil roulant
• Toilettes accessibles en fauteuil roulant
• Toilettes
• LGBTQ+ friendly
• Safe place pour les transgenres
• Rendez-vous obligatoire
• Rendez-vous recommandés
• Parking sur place

👍 Avis de deGraaf Financial Strategies

Lisa R.

5/5

Leony is amazing. I work with her on a personal and professional level. She has smart solutions for her clients and we work very well together! I highly recommend Leony!

Taylor M.

5/5

Leony is a true professional who cares about her clients. I had an amazing experience with her and would highly recommend!

Maureen C.

5/5

Leony is very professional and compassionate also. She goes out of her way to make sure you are making the most out of your money and very informative. I highly recommend her to everyone!

Christine G.

5/5

I have worked with Leony and Laura this past year to invest my commuted pension, as well as other investments and the experience has been fantastic!!! Not only have my investments profited substantially over this past year, but every inquiry I have had has been met by an immediate response from both Leony and Laura. To top it all off, they are not only extremely professional, but also pleasant to work with and have given me a lot of inspiration for my financial future. Highly highly recommended!

Suzanne M.

5/5

I started to work with Degraaf Financial Strategies shortly before I retired in 2018. Léony has been great at providing guidance and recommendations to ensure the best possible outcomes, even in these precarious times. She is always available for questions and to provide guidance. I highly recommend!

Ron C.

5/5

LEONY is a true professional, generous with her time, clearly explains details for clients, and gives equal attention to them regardless of their status or amount to invest. R.J. Cote

Johnny B.

5/5

I’ve worked with Degraaf financial strategies for well over a decade now and the service and performance has been top notch. Léony provides unsurpassed knowledge and acumen while being extremely accommodating, patient, and adaptable. Highly recommended!

H D.

5/5

5+starts! deGraaf Financial Strategies are kind, caring, understanding, patient but, professional. They have helped my father and I a tremendous deal when needed the most. I highly recommend anybody who needs financial assistance.
Thank you!