Unity Group Financial - Huntsville, Ontario

Unity Group Financial, situé à l'adresse 37 Selkirk Dr, Huntsville, ON P1H 0C5, Canada, est un groupe financier spécialisé dans le conseil financier. Vous pouvez les contacter par téléphone au numéro 7057895925 ou visiter leur site web à l'adresse unitygroupfinancial.com.

L'entreprise offre des rendez-vous en ligne, des services sur place, une assistance dans d'autres langues, un accès en fauteuil roulant, un parking accessible en fauteuil roulant, des toilettes accessibles en fauteuil roulant, des toilettes et est LGBTQ+ friendly. Unity Group Financial a 16 avis sur Google My Business avec une note moyenne de 5/5, ce qui témoigne de la qualité de leurs services.

Les caractéristiques uniques de Unity Group Financial comprennent une équipe expérimentée de conseillers financiers qui travaillent avec des clients pour comprendre leurs objectifs financiers et élaborer des plans personnalisés pour atteindre ces objectifs. Ils offrent une gamme complète de services financiers, y compris la planification financière, la gestion de portefeuille, la planification de la retraite, la planification fiscale et la planification successorale.

L'emplacement de Unity Group Financial à Huntsville, en Ontario, offre un accès facile aux clients de la région. Leur engagement envers l'accessibilité, y compris des installations adaptées aux fauteuils roulants et une assistance dans d'autres langues, montre leur engagement envers l'inclusion et la diversité.

Si vous recherchez des conseils financiers de la part d'une entreprise réputée et expérimentée, Unity Group Financial est un excellent choix. Leur équipe de conseillers financiers expérimentés peut vous aider à atteindre vos objectifs financiers grâce à des plans personnalisés et une gamme complète de services financiers. Vous pouvez prendre rendez-vous en ligne ou visiter leur bureau pour une consultation en personne.

Nous vous recommandons vivement de visiter leur site web à l'adresse unitygroupfinancial.com pour en savoir plus sur leurs services et pour prendre rendez-vous dès aujourd'hui. Contactez-les dès maintenant pour commencer votre parcours financier réussi avec Unity Group Financial.

Avis de Unity Group Financial

Gina Sánchez

5/5

I'm so thankful for Cooper's amazing support and guidance. He's been incredible in helping us with our investment journey. Cooper really understands our financial goals and customizes strategies that fit perfectly for us. His expertise and knowledge shine through in every recommendation he makes, always backed by thorough research and thoughtful analysis.
I can't recommend Cooper enough to anyone looking for a knowledgeable, reliable, and supportive investment advisor!

Erin Connell

5/5

I have been investing with Cooper for over 5 years and have had nothing but positive experiences. Cooper is very knowledgeable and is happy to share his insights in terms I understand. He is easy to contact and quick to assist me with my financial goals.

Roland Tusz

5/5

Cooper was patient when I described what I wanted and took the time to explain everything clearly and succinctly. Super professional, and I always get an immediate response if I have any questions about my investments. I've been able to "set it and forget it", which works perfectly for me.

Ken Pardatscher

5/5

I have known Zack for many years and his knowledge of the mortgage industry is outstanding. He’s always available to chat and help out with any questions I might have.
I would recommend Zack and the Unity Group Financial team to anyone who’s looking for help, with their mortgage and financial needs!!

Scott Barker

5/5

Cooper and the Unity Group team are the epitome of knowledgeable and approachable. As someone with limited investing knowledge, Cooper patiently walked my wife and I through the investment process, options, and realistic outcomes and took the time to make sure we were fully comfortable with our choices. He answered all of our questions in detail and took the time to make sure we truly understood. He was upfront, honest, dealt with us in plain terminology we could easily understand, and was always available for a follow up question or concern. Thanks to Cooper, my family has a clear picture of our financial standing, future and what steps we need to take to reach our goals.I cannot recommend Unity Group enough.

Marcia Kuehnen

5/5

We have been very impressed by the approachable nature and comprehensive knowledge of Cooper at Unity Group. He understands that we wish to have savings and investments while acknowledging that have kids, expenses, and a life we need to live right now... and how to best help us achieve all of those goals. We highly recommend Unity Group.

janet bailey

5/5

I have been doing business with Ed for close to 30 years and have no regrets. Very knowledgeable family. They inform you of any upgrades or just any changes that can benefit you and your family !
Helping me understand the value and importance or my insurance needs and also investments. I appreciate all their help over the years and will continue to rely on their knowledge to make my future less stressful.

Jessica Baumhour

5/5

Cooper is highly knowledgeable, and always goes above and beyond. He answers all my questions in a timely manner, and provides different options and approaches to investing that are reflective on my needs, goals and comfort.