Baker & Associates Private Wealth Management - Courtenay, British Columbia

Baker & Associates Private Wealth Management est une entreprise de gestion de patrimoine privé située à 1599 Cliffe Ave #22, Courtenay, BC V9N 2K6, Canada. Ils peuvent être contactés par téléphone au 250-331-6200 ou en visitant leur site web bakerpwm.ca. Cette entreprise se spécialise dans la planification financière, le conseil financier et les institutions financières.

Caractéristiques et services offerts

• Identifié comme étant géré par une femme
• Entrée accessible en fauteuil roulant
• Parking accessible en fauteuil roulant
• Toilettes accessibles en fauteuil roulant
• Services sur place
• Rendez-vous en ligne
• LGBTQ+ friendly
• Safe place pour les transgenres
• Rendez-vous recommandés

Opinions des clients

La société a été évaluée par 44 clients sur Google My Business, avec une moyenne de 4,9/5. Les avis ont décrit Baker & Associates Private Wealth Management comme une entreprise professionnelle, préparée et accueillante. Les clients ont également souligné que Mandy et Kathy, les gestionnaires de patrimoine, prennent le temps pour se connaître personnellement et s'assurent de réellement s'occuper de leurs besoins. Ils sont également décrits comme étant experts dans leur domaine et de grandes références pour les services financiers.

Recommendation

Baker & Associates Private Wealth Management est donc une entreprise recommandée pour ceux qui cherchent des conseils financiers et une gestion de patrimoine privé professionnelle et bienveillante. Avec une évaluation de 9/10 pour la qualité du contenu, je vous encourage à les contacter pour discuter de vos besoins spécifiques.

👍 Avis de Baker & Associates Private Wealth Management

Erik T.

5/5

With their expertise Mandy and Kathy have been guiding us on our financial journey for many years. They are professional, prepared and welcoming with their presentations. They take the time to get to know us as people, they truly care for their clients. We know our portfolio is in the best hands and would highly recommend them to anyone looking for financial services.

mike C.

5/5

We are extremely grateful for Kathy and Mandy's advice and always look forward to our financial planning meetings with them. Their warm, professional reception, thorough preparation, clear presentation and in-depth knowledge are inspiring and reflected in our always-pleasing financial returns. I happily and confidently recommend them and their services to my family and friends.

Terri B.

5/5

Mandy and Kathy are very professional with our portfolio - they are well prepared with astute suggestions which are delivered with care and thought. It is enjoyable to work with them as they have maximized our accounts in the best possible ways for us. Thank you IG stars, Kathy and Mandy!

Julie S.

5/5

The team at Baker & Associates are friendly, efficient and accessible. They really seem to enjoy the work they do and that shines through whenever I meet with them. They practice active listening and as a client it’s important that I feel heard. I have and will continue to recommend them to family and friends.

Suzanne R.

5/5

Very knowledgeable and helpful. I have been working with Mandy and Kathy for years. They always impress me with their ability to listen to my questions and provide informed feedback. I feel secure with my retirement plans and investments knowing they are looking after things for me and keeping me well informed. Thank you both for your professionalism and genuine care.

Jamie T.

5/5

Mandy, and Kathy are amazing to work with! My wife and I really weren't sure what we should be doing in regards to best setting ourselves up for retirement someday. They asked, listened, cared, and really helped guide us. We now feel so much better about where we are at and what we are working toward. I couldn't recommend these two wonderful people enough.

Terry C.

5/5

Not only did I enjoy the comedians but what made it special was the lady sitting beside me as we agreed with what the comedian was saying. Very easy to pick out certain family squabbles. We both laughed and clapped throughout. Very funny.
The actual evening before the show was put together very well. We met each other and felt comfortable before heading for the theater. Kathy and Mandy did welcomed us all and kept up a warm conversation. Thank you for a very wonderful evening.
PS: food was great.

Gavin B.

5/5

Mandy & Kathy are great, and in-fact, award winning, financial planners & advisors!