Gronsdahl Wealth Management - Kelowna, British Columbia

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 1708 Dolphin Ave, Kelowna, BC V1Y 8A6, Canada.
Téléphone: 2508613200.
Site web: gronsdahlwealth.com
Spécialités: Planificateur 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 8 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de Gronsdahl Wealth Management

Gronsdahl Wealth Management 1708 Dolphin Ave, Kelowna, BC V1Y 8A6, Canada

☎️2508613200

⏰ Horaires d'ouverture de Gronsdahl Wealth Management

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

Gronsdahl Wealth Management

Une entreprise de conseil financier fondée à Kelowna, en Colombie-Britannique, Canada.

Adresse : 1708 Dolphin Ave, Kelowna, BC V1Y 8A6, Canada.

Téléphone : 250-861-3200.

Site web : gronsdahlwealth.com.

Spécialités

Planificateur financier : les services de planification financière pour les particuliers et les entreprises.

Autres données d'intérêt

Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilets accessibles en fauteuil roulant, Toilets, Rendez-vous recommandés.

Avis

Cette entreprise a 8 avis sur Google My Business.

Avis moyen : 5/5

Les clients sont satisfaits de la qualité et de la professionalité des services fournis par Gronsdahl Wealth Management.

Quinton Ursulan, conseiller financier, a été évalué positivement pour sa transparence, sa communication proactive et sa capacité à gérer les finances avec confiance.

Les clients recommandent fortement les services de planification financière de Gronsdahl Wealth Management.

👍 Avis de Gronsdahl Wealth Management

Gronsdahl Wealth Management - Kelowna, British Columbia

David B.

5/5

Quinton Ursulan has been my financial advisor for two years, and I have been very happy with his services. He helped me navigate a difficult application for a Registered Disability Savings Plan and has managed my finances with transparency and proactive communication. He has been a trusted and highly ethical advisor. I highly recommend Quinton’s services.

Lisa D.

5/5

I have been a client of Quinton's since 2015 after moving to Kelowna. He's been nothing but helpful and patient when it comes to educating me to best line up my future goals with my investment appetite, strategies and diversification within my accounts.

I appreciate the quick service, clear language and knowledge of this firm.
He has also have been able to refer me to reliable local experts when I've had questions regarding my mortgage, legal advice, or insurance.

Overall I've had nothing but great experiences for a number of years. Thanks!

Andrew B.

5/5

I've had a great experience working with Quinton, his experience has been very helpful during a period of transition in my life. I look forward to continuing to work with him.

Matt R.

5/5

There is no better team to trust with your financial future! Quinton truly sees building your wealth as a science AND an art, and his transparent and detailed approach is a breath of fresh air. The moment you sit down with him, you feel that he is all about making sure your profits keep going back into the profit cycle to make more profits.

Peter K.

5/5

We have our corporate Health spending account set up by Quinton. He was very knowledgeable and assisted us with providing our staff with new benefits!

Thank you Quinton.

Rebecca W.

5/5

Quinton is very knowledgeable and has our best interests at heart, offering applicable products and services and never feel pressured.

Duane H.

5/5

Love my meetings with Quinton and Craig! Great advice low fees very knowledgeable. Would definitely recommend to a friend

Quinton U.

5/5

Working with Craig has been a pleasure. I couldn't see myself working with another firm.