Davlyn Financial Services Inc. - Cambridge, Ontario

Davlyn Financial Services Inc. est une entreprise de consultation financière située à l'adresse 1730 Bishop St N #3, Cambridge, ON N1T 1N4, Canada. Le numéro de téléphone est le 519-651-1246 et le site web est davlynfinancial.com. Les spécialités de l'entreprise sont le conseil financier. Les autres données d'intérêt incluent les rendez-vous en ligne, les services sur place, un parking accessible en fauteuil roulant, des toilettes accessibles en fauteuil roulant, des toilettes et des rendez-vous recommandés.

Caractéristiques de l'entreprise

Avant de recommander Davlyn Financial Services Inc., il est crucial de comprendre les caractéristiques de l'entreprise. Cette entreprise est connue pour sa spécialité dans le domaine du conseil financier. Ils sont réputés pour la qualité de leur service ainsi que leur expertise dans ce domaine. De plus, ils sont connus pour leur capacité à rendre l'expérience financière des clients simple et accessible.

Ubication et accessibilité

Davlyn Financial Services Inc. se trouve à l'adresse 1730 Bishop St N #3, Cambridge, ON N1T 1N4, Canada. Ils sont facilement accessibles par téléphone au 519-651-1246 et sur leur site web davlynfinancial.com. De plus, ils proposent un parking accessible en fauteuil roulant, des toilettes accessibles en fauteuil roulant et des toilettes pour les clients.

Références et opinions

En ce qui concerne les références et opinions, cette entreprise a reçu 42 avis sur Google My Business. Leur note moyenne est de 5/5. Un client a déclaré : "Je travaille avec David Reeve à Davlyn Financial et je suis vraiment impressionné par le niveau d'expertise et de service qu'il fournit. David a rendu le processus simple et facile à naviguer. Sa guidance a été inestimable, et il est toujours transparent et clair dans les conseils et services qu'il offre. La transition de la mise en mouvement de mes fonds était sans faille, et j'ai toujours une confiance totale dans les décisions que nous prenons ensemble. David est incroyablement compétent et professionnel, et je recommanderais volontiers son expertise à toute personne cherchant des conseils financiers de confiance."

👍 Avis de Davlyn Financial Services Inc.

Rebecca S.

5/5

I’ve been working with David Reeve at Davlyn Financial, and I’m really impressed with the level of expertise and service he provides. David has made the process straightforward and easy to navigate. His guidance has been invaluable, and he’s always transparent and clear about the advice and services he offers. The transition of moving my funds was seamless, and I always feel confident in the decisions we make together. David is incredibly knowledgeable and professional, and I would highly recommend him to anyone looking for trusted financial advice.

Sandra G.

5/5

I have been client for many years. David and his team provide the utmost in customer care and service. David is very hands on and accessible via phone, or zoom at the convenience of your schedule. Book a meet and greet to discuss your goals and he will customize a plan that suits your individual needs.

Julie B.

5/5

I have been with Davlyn for years....20+
David is absolutely amazing!!!
Not only David's expertice and vast knowledge, but his kindness and compassion towards his clients are top notch!!! He explains everything to you in a way that you can understand and makes sure to give you time to ask questions. Along with that there is always a few minutes to just converse as friends. You won't leave your meeting not knowing how your portfolio is doing.
Believe me....you are in good hands with David and Linzie at Davlyn financial.

Robert H.

5/5

I have been working with Davlyn Financial for approximate 15 years and have had favourable results. After several years with the Bay Street crowd, working with David has been a breath of fresh air for me. I work in design and education while "thinking outside of the box" is my personal strength. Financial issues are my weakness. David has steered me through the financial world with regular communications and down to earth discussions. I trust and appreciate the integrity of David and the firm to guide me. Thank You

Donna J.

5/5

My experience with Davlyn Financial has been excellent! David takes the time to actively listen to your personal needs and educate you what makes the most sense for your lifestyle or your future goals. David makes you feel like family and takes a keen and authentic interest in getting to know you, your family, and your passions.
David is very warm and thoughtful and will go out of his way to provide support in areas out of scope if he knows it will help you. I highly recommend David and team!

Janeen W.

5/5

Our family has been working with David and his staff for many years and we have been very happy. David is extremely knowledgeable and explains all of our options and makes sure we understand the details. We like the fact David checks in every 3 months to review everything with us and make any changes necessary. He has also contacted us in between meetings if he thinks something should be moved or changed. David and his staff always respond promptly to any questions or concerns we might have. We highly recommend David and his staff to help you reach your financial goals.

Linda M.

5/5

One of the services I appreciate the most from Davlyn is their consistent and constant communication. The quarterly updates with David as well as regular emails from the office says to me that my investments matter to Davlyn. I am especially grateful for the notes sent when the markets are volatile and I am feeling uncertain and nervous. David's wisdom, insights and perspectives on the changing times are always invaluable.

Sue M.

5/5

We appreciate David’s patience with us as we navigate thru our investments. He takes the time to explain all options which is so appreciated given our limited knowledge of the investment world. We would not hesitate in recommending David and Davlyn.