Smarter Financial Planning Ltd. - Kelowna, British Columbia

Smarter Financial Planning Ltd. est une entreprise spécialisée dans les services de planification financière. Située à Adresse: 3030 Pandosy St #214, Kelowna, BC V1Y 0C4, Canada, cette entreprise offre un accès facile en fauteuil roulant ainsi que des toilettes accessibles aux personnes à mobilité réduite.

Leur site web, smarterfinancialplanning.ca, fournit des informations détaillées sur les services offerts. Ils sont spécialisés dans les services de conseiller financier, offrant ainsi une expertise approfondie en matière de planification financière.

Smarter Financial Planning Ltd. a reçu un total de 16 avis sur Google My Business, avec une note moyenne de 4.7/5. Ces avis témoignent de la qualité des services offerts et de la satisfaction de la clientèle.

En termes de caractéristiques, cette entreprise se distingue par son engagement envers des stratégies de planification financière personnalisées et adaptées aux besoins uniques de chaque client. Leur équipe de conseillers financiers expérimentés travaille en étroite collaboration avec les clients pour atteindre leurs objectifs financiers.

En ce qui concerne leur emplacement, Smarter Financial Planning Ltd. est située dans une zone facilement accessible, offrant un stationnement accessible en fauteuil roulant et des toilettes adaptées. Cette commodité est particulièrement importante pour les clients qui peuvent avoir des difficultés de mobilité.

Pour ceux qui cherchent des services de planification financière, nous recommandons vivement de visiter le site web de Smarter Financial Planning Ltd. pour en savoir plus sur leurs services et pour prendre contact avec leur équipe de conseillers financiers dévoués. Leur expertise et leur engagement envers des stratégies de planification financière personnalisées en font un choix idéal pour tous ceux qui cherchent à atteindre leurs objectifs financiers.

Avis de Smarter Financial Planning Ltd.

Virginia Lewis

5/5

Derek's honest, approachable investment advice has empowered me to take complete control of my portfolio and save thousands of dollars in mutual fund fees in the process. His gift for breaking things down into simple, actionable steps has made managing my money far less intimidating than it once was for me. I can't recommend him enough!

Derek R

5/5

Their depth of knowledge in their field was truly impressive, and they brought valuable insights to our financial situation. Beyond their expertise, they were also a joy to work with, maintaining a positive attitude and approachable demeanor.

Martin Bell

5/5

Derek Moran is one of the best fee for service financial planners in Canada. Have worked with him personally and have referred him to many colleagues, friends and family too. He was that helpful! Excellent listener who really helps you develop your financial goals and provides clear and easy to implement plans to help you move forward with some of life's biggest decisions. Highly recommend!

Susan B.

5/5

Smarter Financial Planning helped me through an incredibly difficult time and gave me confidence that I understood my situation. Working with Derek helped me become more aware/comfortable with my finances. My late husband had early onset dementia and my world fell apart. Derek Moran helped put the pieces back together.

Bonnie Collins

5/5

Derek Moran at Smarter Financial has been instrumental in securing our financial future. We trust his advice, we enjoy dealing with him, and he’s simply a brilliant guy. He set us on the right path over 5 years ago to finding an amazing investment firm out of Toronto - Ryan Bushell with Newhaven - and they work as a team in delivering a solid investment strategy. So happy we found him.

elaine lambert

5/5

I asked Derek Moran to help us find ways to access some of the money in our investmetns on the most cost-efficient basis. He was diligent and creative and his suggestions were a tremendous help. Implementing just one of several ideas he presented more than paid for the cost of his services. I highly recommend Derek.

Mary Lou Miles

5/5

Derek and I share a number of clients. He has a thoughtful, common sense approach to financial planning. Clients recognize the value of his advice, and in most cases, actually implement his suggestions. Clients also appreciate Derek’s independence from selling any investment or life insurance products. I highly recommend Derek. as a financial planner.

Lindsey Pelletier

5/5

Great experiance speaking with Derek! Lots of information supplied but in a clearly understandable format according to our needs. Looking forward to implementing many of his ideas to help secure our retirement.