Arete Financial - Cambridge, Ontario

Arete Financial est une entreprise spécialisée dans la planification financière. Situé à l'adresse 310 Queen St W, Cambridge, ON N3C 1G7, Canada, le service client peut être contacté par téléphone au 5196512572 ou via leur site web aretefinancial.ca. En ce qui concerne les services proposés, ils offrent la possibilité de rendez-vous en ligne ou sur place, fournissent une assistance dans plusieurs langues et ont un parking accessible en fauteuil roulant.

Espécialités et services

Arete Financial se spécialise dans la planification financière et offre une gamme d'autres services incluant des rendez-vous recommandés, des parkings gratuits et des parkings sur place. Ils sont connus pour leur attention portée aux besoins individuels de leurs clients et pour leur capacité à fournir des solutions adaptées à leurs besoins spécifiques.

Opinions et réputation

Arete Financial a acquis une réputation exceptionnelle auprès de ses clients grâce à leur expertise et leur capacité à répondre aux besoins de chaque client individuel. Avec un nombre total de 38 avis sur Google My Business, l'entreprise a une note moyenne de 4.9/5. Les témoignages sont unanimes sur leur excellence en matière de service client et de qualité des services financiers fournis.

Caractéristiques de l'entreprise

Arete Financial est un établissement accessible qui met un point d'honneur sur la facilité d'accès pour tous ses clients. Les toilettes, le stationnement et les rendez-vous sont entre autres accessibles en fauteuil roulant. Par ailleurs, les services sont également disponibles en plusieurs langues pour faciliter l'expérience de chaque client.

Expériences clients

De nombreuses personnes ont attesté de l'efficacité et de la compétence d'Arete Financial. Parmi les témoignages les plus récents, l'un des clients déclare : "Je suis très heureux de l'expérience que j'ai eu avec Adam pour la planification de mes finances. Il a été en mesure de répondre à toutes mes questions et à offrir plusieurs solutions que je n'aurais jamais considérées. Je le recommande fortement à quiconque recherche à planifier son avenir financier." Une autre cliente a également souligné : "Adam Davies d'Arete a soulagé beaucoup de notre stress financier. Si vous vous sentez débordé par votre avenir financier, je vous recommande de contacter Adam. Mon mari et moi l'aimons."

👍 Avis de Arete Financial

Quinn M.

5/5

I had the pleasure of having a sit down with Adam to discuss a plan for the upcoming season of how to approach my finances in a way that sets up future goals. He was able to lay out a detailed plan, answer all my questions and offered several solutions that I wasn’t even aware of. I would highly recommend Adam and the team here for anyone looking to plan their financial future!

Rebecca D.

5/5

Adam Davies from Arete has alleviated so much of our money stress. If you feel overwhelmed about your financial future, I highly suggest you ask for Adam. My husband and I love him!

Lindsay S.

5/5

I recently entrusted Chris Lowe with my investments, and I couldn’t be more impressed. Chris is incredibly knowledgeable, and he took the time to thoroughly explain my profile and answer all my questions with patience and clarity. His expertise and commitment to ensuring I fully understood each aspect of my investment plan have given me great confidence moving forward. I highly recommend Chris to anyone looking for a dedicated and insightful advisor.

Karen B.

5/5

I have been working with the Arete team for over 10 years now. They helped me navigate insurance as well as financial planning. We now have peace of mind heading into retirement. Highly recommend their services.

Greg M.

5/5

I have spent many years in Partnership with Arete Financial. First with Jason's Father Frank, then with Jason himself. It has been just that a Partnership. Arete Financial from Jason, to all of his staff provide a service second to none. They take a personal interest in you as a person and guide you on a path to success for your financial goals. I would not want to work with anyone else or trust anyone else with my finances.

sara H.

5/5

I have been working with Rav for several years now. He is always accessible, helpful and his staff is prompt with dealing with requests. He is accommodating with home visits and has given sound financial advice and recommendations over the years. I have recommended him to several friends and know anyone would be happy with the services provided.

Tom R.

5/5

100% responsible, respectable and we highly recommend Arete Financial! Rav is always easy to get on the phone or by email, always has the necessary paperwork for any of our transactions and it is very obvious that the team behind him works hard at exceptional communication.

Manjit

5/5

Rav is an amazing person to work with. He is very accommodating with my needs and worked with me to figure out solutions when times were at the worst for me. Without having an income for so many years he helped with maximizing my money without draining my savings and kept structuring it as time went on. Highly would recommend him to anyone who is need of a financial advisor.