CA Financial Services Inc. - Brantford, Ontario

CA Financial Services Inc. - Guide Complet

CA Financial Services Inc. est une entreprise située à Brantford, en Ontario, Canada. Elle est spécialisée dans les services financiers, notamment en conseil financier, assurance-vie, investissement et mutuelles de santé. L'entreprise est reconnue pour sa qualité de service et sa disponibilité à répondre aux questions de ses clients.

Spécialités de CA Financial Services Inc.

Les spécialités de CA Financial Services Inc. comprennent :

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

Informations pratiques

Adresse : 135 Brant Ave, Brantford, ON N3T 3H5, Canada
Téléphone : 2264014805
Site web : advisor.sunlife.ca

Services et équipements accessibles

CA Financial Services Inc. offre une variété de services et équipements accessibles :

• Rendez-vous en ligne
• Services sur place
• Assistance dans d'autres langues
• Parking accessible en fauteuil roulant
• Places assises accessibles en fauteuil roulant
• Boucle magnétique
• Toilettes accessibles en fauteuil roulant
• Toilettes
• LGBTQ+ friendly
• Safe place pour les transgenres
• Rendez-vous recommandés
• Parking gratuit dans la rue
• Parking sur place

Avis clients

CA Financial Services Inc. a reçu 11 avis sur Google My Business. Leur avis moyen est de 5 sur 5. Les clients apprécient la connaissance approfondie, la gentillesse et la capacité de Corey Adams, conseiller financier, à communiquer de manière claire et accessible. Ils recommandent vivement Corey pour répondre aux besoins financiers des clients.

Conclusion

CA Financial Services Inc. offre une gamme complète de services financiers et est reconnue pour sa qualité de service. Avec des spécialités en conseil financier, assurance-vie, investissement et mutuelles de santé, l'entreprise est un partenaire de choix pour les personnes cherchant à gérer et à développer leurs finances. En outre, les installations et services accessibles facilitent l'accès à ses services pour tous. Avec un avis moyen de 5 sur 5, CA Financial Services Inc. se démarque par son engagement envers ses clients et sa capacité à répondre à leurs besoins spécifiques.

👍 Avis de CA Financial Services Inc.

Eva N.

5/5

Corey Adams is an excellent Financial Advisor! He is very knowledgeable, down to earth, and speaks using language that you can understand rather than all technical terms. Corey is also friendly and takes the time to answer any questions you may have. We highly recommend Corey to address your financial needs!

Katie S.

5/5

Nick has been my financial advisor for over 20 years and is an amazing trustworthy guy! I don't know always understand the ins and outs of when it comes to investments, but Nick always takes the time to explain and makes suggestions and recommendations that are best suited for me and my level of comfort. Carrol and the rest of his team has always kept things organized and is on top of things in a timely manner. Would highly recommend this amazing group!

Antiope P.

5/5

Nick has been our financial advisor for well over 20 years. It's because of him and Carol that we managed to buy a home and build a retirement portfolio that will meet our needs. Nick is a caring and compassionate person, always putting his clients and their needs first and explaining any proposed investment plans in terms we can understand. The team at CA Financial is also super friendly and responsive; Beatrice in particular is wonderful. Thank you for all that you've done for us over the years.

aprotosimaki

5/5

I have been a customer for over 20 years and so has my extended family. Top notch organization by any reckoning. My advisor Nick and his team are extremely professional, with extraordinary patience to explain the ins and outs of various financial decisions. The reason my wife and I own a house is the direct result of their advice, same with my retirement portfolio. Highly recommend. It is also abundantly clear that they put their customers first: no hesitation in recommending them.

Gavin L.

5/5

Nick Childs and his entire team are number 1 in our book. Highly knowledgeable, consistently helpful and responsive in all matters financial coupled with personalized service in a manner that is both friendly and respectful while providing guidance navigating the markets, various financial products and life circumstances. We've been with Nick for approximately 30 years and thanks in no small part to him we feel prepared and well set for whatever comes over the next 30! Thank you.

Lori C.

5/5

Embarrassingly, I wasn’t as financially literate as I should have been when it came to planning for my children’s future and securing long-term stability. Jill was incredibly thorough and patient in answering all of my questions, and she explained everything in a way that was easy to understand. She took the time to learn about my goals and helped me identify the plans that best fit both my life style and my family’s needs. I’m truly grateful for her guidance, knowledge, and professionalism. It’s a huge relief to have someone I trust helping me make these important decisions..

Baruth F.

5/5

We have been working with Nick and his team for many years now. They are extremely knowledgeable and attentive to our needs. We are always presented with all the options but it is our descision what happens with our money. I highly recommend the Sun Life Team.

Julian W.

5/5

I have been dealing with Nick Childs for 30 years and have found him to be an honest and caring person. I certainly don't see changing anything in the foreseeable future. Nick and Carol are always involved in community events. They are a pleasure to deal with.