Unified Advisory Group - Assante Financial Management Ltd. - Cambridge, Ontario

Unified Advisory Group - Assante Financial Management Ltd.

Une entreprise de conseil financier à Cambridge, au Canada, spécialisée dans la planification financière.

Adresse : 780 King St E 1er étage, Cambridge, ON N3H 3N9, Canada
Téléphone : 905 201 7522
Site web : unifiedadvisorygroup.com

Especialités

Planificateur financier

Autres données d'intérêt

Parking accessible en fauteuil roulant
Entrée accessible en fauteuil roulant
Toilettes accessibles en fauteuil roulant
Toilettes
Rendez-vous recommandés

Avis

Cette entreprise a 4 avis sur Google My Business.
Avis moyen : 5/5

Caractéristiques

Une équipe expérimentée et disponible pour vous aider à planifier votre avenir financier.

Informations de contact

Adresse : 780 King St E 1er étage, Cambridge, ON N3H 3N9, Canada
Téléphone : 905 201 7522

👍 Avis de Unified Advisory Group - Assante Financial Management Ltd.

Pat C.

5/5

Sandy and her team have helped us to consider major life transitions on a few occasions over the years. Her analysis and advice have greatly assisted us in feeling confident in the decisions we are making and how they will affect our overall plans and goals. The team is very available and their follow up is thorough.

Tom H.

5/5

We started out with Sandy Page and Team to better manage our taxes and our relationship has evolved into comprehensive financial and life planning. Advice is given but the final choice is ours. Other family members have become clients after seeing how satisfied we are. It has become a generational relationship. The whole Sandy Page Team is very supportive and helpful. We have been clients of hers for many years and continue to be very pleased with our relationship.

Dominic S.

5/5

Sandy and her team have been handling our family's finances for several years. Having experienced multiple financial planners, the difference is obvious. We can now relax and trust that our finances are being looked after according to our objectives. We could not possibly put in the time and attention that Sandy's team does (nor do we want to). Everyone is professional and proactive. They lead the process, communicate regularly and keep us on track to ensure nothing slips through the cracks. Their broad strategic approach considers tax implications, insurance, estate planning, etc. It's feels great to take this off our mind and to know that everything is being handled by dedicated experts who are working hard to get us to our goals.

Don T.

5/5

Very professional; on top of the markets; great advice; no pressure.