Evolve Olistica Wealth Services - Edmonton, Alberta

Evolve Olistica Wealth Services

Adresse: 5011 23 Ave NW, Edmonton, AB T6L 7G0, Canada.

Téléphone: 7809186734.

Site web: eowealth.ca.

Specialités

Institution financière, Courtier d'assurances.

Autres données d'intérêt

Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant.

Caractéristiques

Evolve Olistica Wealth Services est une entreprise spécialisée dans les services financiers et les assurances. Avec plus de 10 ans d'expérience, l'entreprise offre une gamme de services pour aider les individus à atteindre leurs objectifs financiers.

Ubicación

L'entreprise est située à Edmonton, au Canada, et offre ses services à la communauté locale et à travers le pays.

Informations recommandées

Pour obtenir plus d'informations sur Evolve Olistica Wealth Services, vous pouvez visiter leur site web ou les contacter directement par téléphone ou courriel.

Avis

Cette entreprise a 15 avis sur Google My Business et possède une note moyenne de 4,7/5. Les clients apprécient la connaissance et la passion de Derek pour les plans financiers, ainsi que sa capacité à leur aider à atteindre leurs objectifs.

Opinion

Les clients de Evolve Olistica Wealth Services se réjouissent de travailler avec Derek, qui leur a aidé à développer des stratégies financières personnalisées pour atteindre leurs objectifs. Il est apprécié pour sa connaissance approfondie du secteur financier et sa capacité à communiquer de manière claire et concise.

Caractéristiques clés

• Expérience de plus de 10 ans dans les services financiers et les assurances
• Connaissance approfondie du secteur financier
• Stratégies financières personnalisées
• Communication claire et concise
• Entrée accessible en fauteuil roulant et parking accessible en fauteuil roulant

👍 Avis de Evolve Olistica Wealth Services

Robyn M.

5/5

Derek has been my financial advisor for almost ten years. He spent a good deal of time at the start explaining everything to me which I very much appreciated. His enthusiasm for financial planning makes me feel more confident about trusting his advice. Definitely recommend if you're looking for help growing your savings.

Lee M.

5/5

Derek’s been our financial planner for almost twenty years, and thanks to his hard work and sound advice we have a financial plan that evolves as our family does. He has put us on a path to achieving our family's financial goals (early retirement, plenty of money to spend on travel, education fully funded for our children) much sooner than we otherwise would have been.

Yanik

5/5

Derek is an outstanding advisor and his wealth of knowledge significantly improved my retirement savings. His strategies allowed me to take full advantage of tax savings and maximizing government grants. His investment advice kept my investments stable and increased its value during the early days of the COVID-19 market crisis. I have no doubt Evolve Olistica Wealth will definitely do their very best to help you retire with a peace of mind.

April W.

5/5

Derek has been our financial advisor for years. He's down to earth and honest, which I really appreciate. Top notch service, topped by his expertise and excellent financial advice.

Nicholas P.

5/5

Derek has been helping me to achieve my financial goals for more than 10 years, and his efforts have led to amazing results! He is always available to answer a call or text, and quick to answer your questions or provide expert advice. He is very committed to and loves to help people, and has the patience of a saint.

Tarryl H.

5/5

Derek is awesome!!! I’ve been with him for 6+ years. He gives great advice, but also encourages I make the final decision myself. I love working with Derek...and I particularly love that my investments are multiplying!!!

Sarah P.

5/5

I met with Derek and was great to work with. As a person on disability he help me alleviate a lot of my financial stress. He gave me strategies to work with for my budget and help me plan and prepare for my future. I highly recommend him and his company

Don D.

5/5

Derek Ferro I really appreciate the assistance you have provide for me and my family, although you manage only a small portion of what is left of my portfolio at this time, the investment strategies you encouraged us to invest in have been secure and beneficial for me and my family (and are still in place). Your assistance has always been prompt and you have taken valuable time to make sure we understood what our investments and financial decisions meant in our portfolio.