DETHOMAS WEALTH MANAGEMENT - Richmond Hill, Ontario

Déthomaz Wealh Management

Compañía de gestión financiera con sede en Richmond Hill, Ontario, Canadá, con una dirección de 9033 Leslie St Unit 1 y un teléfono al 9057319800.

Esta empresa se especializa en consejería financiera y ofrece soluciones personalizadas para satisfacer las necesidades de sus clientes. Con una experiencia comprobada y un enfoque en la atención al cliente, Déthomaz Wealth Management se ha convertido en una opción de confianza para muchas personas.

La empresa tiene una entrada accesible para personas con discapacidad y un aparcamiento accesible para vehículos con ruedas de rodillo para garantizar la inclusión de todos sus clientes.

Servicios

Entre los servicios ofrecidos por Déthomaz Wealth Management se encuentran:

• Planificación financiera
• Inversión
• Asesoramiento de seguros
• Planificación de pensión

Opiniones

Con una media de 4,6/5 de estrellas según Google My Business, Déthomaz Wealth Management ha demostrado ser una empresa con una alta satisfacción de sus clientes. Los comentarios destacan la profesionalidad, la confiabilidad y la atención al cliente excepcional.

Los clientes expresan su satisfacción con la experiencia de trabajo con la empresa, destacando la capacidad de los consultores para ofrecer soluciones personalizadas y adaptadas a sus necesidades específicas.

En resumen, Déthomaz Wealth Management es una empresa confiable y profesional que ofrece una amplia gama de servicios de gestión financiera para satisfacer las necesidades de sus clientes. Con una experiencia comprobada y un enfoque en la atención al cliente, esta empresa es una excelente opción para aquellos que buscan una orientación financiera de confianza.

👍 Avis de DETHOMAS WEALTH MANAGEMENT

Di H.

5/5

I’ve been a client for many years and the service from Tony and his team has been exceptional. They are quick to respond to my questions and give unbiased, thoughtful and thorough advice. I feel confident my investments are well managed.

Angela C.

5/5

I've had the pleasure of working with Gerald, a well-known financial planner, for quite some time now. Gerald has referred many excellent clients to my mortgage brokering company, making each interaction smooth and rewarding. His clients are always well-prepared and a joy to work with. Additionally, as an investment client of Gerald's, I can personally attest to his expertise and dedication. I highly recommend Gerald to anyone in need of a knowledgeable and trustworthy financial planner.

Johnny C.

5/5

I've been a client of Tony's (and now Jason's) for over 10 years and I could not be happier with the level of service, care, and attention. De Thomas Wealth truly cares about its clients and always explains things in simple terms so I know what I am investing in and what I can expect. I also never feel pressured and feel secure knowing the advice I'm getting is independent. I am extremely happy with the company and am so happy I made the decision to transfer my investments to the firm!!

Stephanie L.

5/5

My family and I have been clients of Tony for many years. I have always appreciated his passion and desire to not only do what is best financially for his clients but to educate them. Thank you Tony and family.

Roy E.

5/5

Tony de Thomasis has always responded promptly to my inquiries and advised me in detail what adjustments he recommends. The adjustments to my investments have always been handled quickly and accurately and I have full confidence in the advice and service he provides me and my family. We have been clients for over 30 years.

Ashley O.

5/5

I have always had wonderful experiences with Tony, and of course Renata, and trust them completely with my retirement funds. They are responsive and informative to me as a know nothing client

Nana H.

5/5

As a new client to this firm, I am just so happy with the level of service provided to me. My advisor and his assistant are great - They explained the process in detail each step of the way and thoroughly answered all my questions with ease. I look forward to our working relationship and it’s continued growth!

Alex I.

5/5

I have been a client of Tony De Thomasis for over 40 years. Tony and his colleagues are professional and caring. Superb service, they are up to date on the latest market trends. They have helped me invest my money wisely.