FocalPoint Financial Group Inc. - Kelowna, British Columbia

FocalPoint Financial Group Inc. est une entreprise spécialisée dans la planification financière, située à une adresse pratique et accessible and Adresse: 1726 Dolphin Ave #302, Kelowna, BC V1Y 9R9, Canada. La société dispose d'un numéro de téléphone utile et facile à retenir Téléphone: 2508632952. Pour plus d'informations, vous pouvez visiter leur site web Site web: focalpointfinancial.ca.

L'entreprise offre des services de planification financière fournis par des experts en la matière. Leur équipe est expérimentée et dédiée à aider les clients à atteindre leurs objectifs financiers. Les caractéristiques de l'entreprise incluent des installations accessibles en fauteuil roulant, un parking accessible en fauteuil roulant et des toilettes accessibles en fauteuil roulant.

Les clients ont laissé neuf avis sur Google My Business pour FocalPoint Financial Group Inc., avec une note moyenne de Avis moyen: 5/5. Ces avis témoignent de la qualité des services offerts par l'entreprise et de leur engagement envers la satisfaction des clients.

En plus de leurs services de planification financière, l'entreprise dispose de toilettes pour les clients. Cette attention aux détails montre que l'entreprise se soucie de ses clients et de leur confort.

Avis de FocalPoint Financial Group Inc.

Jesse Grunert

5/5

I've been working with Bryan for about a year now and I'm constantly impressed with his knowledge of tax law and how he can relate his knowledge to my personal and business situation. If you want someone knowledgeable and who will offer you a new perspective, Bryan is your guy!

Thomas Spirjakin

5/5

Bryan is not only knowledgeable in his field but very professional and well spoken. 10/10 I would recommend him to anybody.

Tyler Marshall

5/5

Worked with Bryan Cresswell for some corporate life insurance, it was very easy and well explained. I am also looking at moving my personal finances over as well.

Dillan Crema

5/5

Outstanding service! Bryan and Chris expertly guided me through all my personal insurance needs 5/5!

James Leong

5/5

Chris offered us some great tailored advice and he was very patient. He knows what he is doing, gave us enough time, information and never rushed us. We were very comfortable making our insurance decisions based on his valuable advice. Will recommend his services and advice.

Graham Jenkins

5/5

Chris and his team have been very patient, as we have some unique needs as a family and business. Unlike some advisors we have dealt with in the past, Chris took his time, explained the pros and cons to the products he was recommending and even steered us away from more expensive products to meet our needs. We currently have our life insurance with Chris, but have a game plan to move into extended health for our business when we have the right people in play. I appreciate that he understands the life of an entrepreneur and is more concerned about understanding our needs and meeting those needs than selling us products that don't work long term. I highly recommend sitting down with Chris so he can trouble shoot for you any areas that you might be at risk now or down the road.

Britta Howell

5/5

I think we have all had that moment where you felt completely out of the loop when it came to an aspect of finance. Chris makes sure you are completely at ease and comfortable with all your financial decisions so once you go to Focal Point, never fear feeling like that again. I've relied on Chris to help me establish my business in Kelowna and hes supported me by providing professional, trustworthy advice. Whether its personal or business financial advisement, you need someone in your corner helping your dollar go farther like Chris.

Scott Stanger

5/5

Chris has been extremely helpful in making sure I make the best decisions for myself, regarding health insurance and investments. He is caring, responsive and thorough!