Halton Wealth Management - Burlington, Ontario

Adresse: 1001 Champlain Ave #300, Burlington, ON L7L 5Z4, Canada.
Téléphone: 2892911212.
Site web: haltonwealthmanagement.com.
Spécialités: Planificateur financier, Conseil en investissement.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes.
Avis : Cette entreprise a 5 avis sur Google My Business.
Avis moyen: 5/5.

Emplacement de Halton Wealth Management

Halton Wealth Management est une entreprise offrant des services financiers et de planification successorale, situé à 1001 Champlain Ave #300, Burlington, ON L7L 5Z4, Canada. Vous pouvez les contacter par téléphone au 2892911212 ou visiter leur site web à haltonwealthmanagement.com.

Cette entreprise se spécialise dans la planification financière et les conseils en investissement, fournissant des solutions personnalisées pour aider les clients à atteindre leurs objectifs financiers. Les services offerts par Halton Wealth Management incluent la planification de la retraite, la gestion de portefeuille, la planification fiscale, la planification successorale et l'assurance.

Halton Wealth Management est un choix idéal pour ceux qui cherchent des conseils financiers professionnels et une planification successorale complète. L'entreprise est située dans un endroit accessible aux personnes à mobilité réduite, offrant des entrées, un stationnement et des toilettes adaptés.

Il est important de noter qu'Halton Wealth Management a une moyenne de 5/5 sur la base de 5 avis sur Google My Business, ce qui témoigne de l'excellence de leurs services. Les clients apprécient leur approche personnalisée et leur engagement à fournir des solutions financières adaptées à leurs besoins.

Avis de Halton Wealth Management

Halton Wealth Management - Burlington, Ontario
Alison Jones
5/5

We highly recommend Jim at Halton Wealth Management. Over the years he has helped us grow our portfolio enabling us to retire a little earlier than expected and still live life within our means and worry free. Any questions are always answered quickly and explained thoroughly with his knowledge, expertise and guidance.

Halton Wealth Management - Burlington, Ontario
Anne Marie Dennis
5/5

I have been a client for 10 years with Jim and find his expertise very helpful. The information he gives is geared totally to the individual and their situation. Any questions or concerns that I may have are handled in a timely fashion. I really appreciate the 100% service and dedication he gives to his clients and his up-to-date knowledge of what is happening in today's economy and how it affects his clients. I really don't think I could ask for a more honest or sincere advisor to be handling my portfolio.

Halton Wealth Management - Burlington, Ontario
Christina Gunn
5/5

I've been a client for several years. What I really appreciate is that everything is always explained in details and in a fully transparent fashion. My portfolio was upgraded, my risk was reduced and my returns were improved. The service is personal and geared towards me. Who could ask for anything more?

Halton Wealth Management - Burlington, Ontario
Claudia smith
5/5

I have been a client of Jim and Katarina Gunn for many years. They are very patient, knowledgeable and professional. Also, they are always ready to help in a timely fashion. I highly recommend them. ?

Claudia D. (Mississauga)

Halton Wealth Management - Burlington, Ontario
Carl Messenger-Lehmann
5/5

Expert Advice and proven results

Go up