Assurance et Services Canada

Atlantis Financial Inc. / Aligned Capital Partners Inc. - Barrie, Ontario

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 48 Alliance Blvd Suite 208, Barrie, ON L4M 5K3, Canada.
Téléphone: 7057266884.
Site web: atlantisfinancial.ca
Spécialités: Planificateur financier, Conseiller financier.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes, Rendez-vous recommandés.
Avis : Cette entreprise a 7 avis sur Google My Business.
Avis moyen: 4.9/5.

📌 Emplacement de Atlantis Financial Inc. / Aligned Capital Partners Inc.

Atlantis Financial Inc. / Aligned Capital Partners Inc. 48 Alliance Blvd Suite 208, Barrie, ON L4M 5K3, Canada

☎️7057266884

⏰ Horaires d'ouverture de Atlantis Financial Inc. / Aligned Capital Partners Inc.

  • Lundi: 09:00–16:30
  • Mardi: 09:00–16:30
  • Mercredi: 09:00–16:30
  • Jeudi: 09:00–16:30
  • Vendredi: 09:00–16:30
  • Samedi: Fermé
  • Dimanche: Fermé

Informations Clés sur Atlantis Financial Inc. / Aligned Capital Partners Inc.

Située à 48 Alliance Blvd Suite 208, Barrie, ON L4M 5K3, Canada, Atlantis Financial Inc. / Aligned Capital Partners Inc. est une entreprise de Planification financière et de Conseiller financier reconnue pour son expertise et son service client de qualité. Avec un téléphone facilement accessible au 705-726-6884 et une présence en ligne via www.atlantisfinancial.ca, cette institution finance comportementale se distingue par sa accessibilité et ses installations adaptées.

Caractéristiques Principales :
- Spécialités : Planification financière et Conseil financier
- Accessibilité : Entrée, parking et toilettes accessibles en fauteuil roulant, garantissant un environnement inclusif pour tous les clients.
- Rendez-vous recommandés : Pour une expérience optimale, il est recommandé de prendre rendez-vous avant de se rendre sur place.
- Accessibilité aux personnes à mobilité réduite : Cette entreprise se conforme aux normes d'accessibilité, ce qui est un point fort pour ceux qui ont des besoins spécifiques.

Avec 7 avis sur Google My Business et un avis moyen de 4.9/5, Atlantis Financial Inc. / Aligned Capital Partners Inc. a su établir une solide réputation dans le domaine de la gestion financière. Les avis positifs soulignent la compétence, l'intégrité et la capacité de l'équipe à comprendre et répondre aux besoins spécifiques de chaque client.

Informations Utiles :
- Téléphone : 705-726-6884
- Site web : atlantisfinancial.ca
- Adresse : 48 Alliance Blvd Suite 208, Barrie, ON L4M 5K3, Canada
- Accessibilité : Tous les éléments de l'espace sont adaptés aux personnes en fauteuil roulant.

Pour ceux qui cherchent des conseils financiers personnalisés et une gestion prudente de leurs actifs, Atlantis Financial Inc. / Aligned Capital Partners Inc. est une option à considérer sans hésitation. N'hésitez pas à contacter l'entreprise via leur page web pour prendre rendez-vous ou poser des questions avant de débuter votre collaboration.

Recommandation finale : Pour profiter pleinement des services haut de gamme d'Atlantis Financial Inc., visitez leur site web atlantisfinancial.ca et prenez contact directement pour discuter de vos objectifs financiers spécifiques. Leur équipe sera ravie de vous guider vers une situation financière plus sereine et prospère.

👍 Avis de Atlantis Financial Inc. / Aligned Capital Partners Inc.

Atlantis Financial Inc. / Aligned Capital Partners Inc. - Barrie, Ontario
Tina T. H.
5/5

We had our bi annual mtg with Allan Norman. .Must say each time we meet our experience is only the best. Allan makes us feel secure with our port folio and never makes us feel that our questions are not important. He takes his time when sharing his screen and makes sure we understand as we go. (we are not very good at this ).Even though we have been with Financial group 15yrs. This time we were introduced to Austin (very nice young man) Tina certainly enjoyed the interaction between the two of them. We will close in saying we enjoy our screen time with Allan and find it nice that he says we can come into the office anytime. We are very impressed and plan on going no where. Welcome Austin

Atlantis Financial Inc. / Aligned Capital Partners Inc. - Barrie, Ontario
Jen T.
5/5

We discovered Allan Norman via A Moneysense article on retirement planning. His answers made so much sense to both of us that we knew we needed to reach out to him to help us with our retirement planning.
Right from our initial exploratory meeting we felt very comfortable with Allan and decided to proceed to the next step.
With the information that we gave him, Allan was able to demonstrate many different retirement scenarios such as : taking CPP at 65 versus 60 or 70; what our investment income and net worth would be like at various rates of return; adjusting other variables such as our spending and travel budget.
After each meeting we had with Allan, and his assistant Austin, we were provided with a summary video and spreadsheets. Because so much information is covered in each meeting these summaries and spreadsheets are invaluable for us to return to -not only now, but 2 to 5 years from now to- make sure we are on track with our plan.
As a direct result of our meetings with Allan, we now feel confident that we can have the retirement life of our dreams.
A huge thank you for all the time that you took with us!

Atlantis Financial Inc. / Aligned Capital Partners Inc. - Barrie, Ontario
Pizza O. E. D.
5/5

Allan and Simon are a great team. We’ve had several meetings with them. They are personable, attentive, and helpful. Lots of good insight in all financial matters!

Atlantis Financial Inc. / Aligned Capital Partners Inc. - Barrie, Ontario
Wendy L.
5/5

I had an introductory call with Allan Norman today. He was super helpful. He told me some websites where I could do my own tax calculations and gave me some good strategies to get wealth to the next generation. Thanks Allan!

Atlantis Financial Inc. / Aligned Capital Partners Inc. - Barrie, Ontario
Trisha C.
4/5

After talking with Allan Norman @Atlantis Financial, I've changed my outlook from planning for "some day" to planning for "this day". His expertise in financial planning has moved our retirement idea into a plan & I feel confident that by following his suggestions, our retirement will be comfortable & secure.

Atlantis Financial Inc. / Aligned Capital Partners Inc. - Barrie, Ontario
Marlene B.
5/5

Longterm good advice and support from this firm. Trustworthy, friendly staff. Recommend highly!

Atlantis Financial Inc. / Aligned Capital Partners Inc. - Barrie, Ontario
Annie M.
5/5

Go up