iA Private Wealth - Kelowna, British Columbia

Adresse: 3140 Lakeshore Rd #204, Kelowna, BC V1W 3T1, Canada.
Téléphone: 2508607746.
Site web: iaprivatewealth.ca.
Spécialités: Planificateur financier.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes.
Avis : Cette entreprise a 4 avis sur Google My Business.
Avis moyen: 5/5.

Emplacement de iA Private Wealth

2508607746

iA Private Wealth est une entreprise spécialisée en planification financière, située à une adresse pratique et accessible and 3140 Lakeshore Rd #204, Kelowna, BC V1W 3T1, Canada. Leur numéro de téléphone est le 2508607746, et leur site web est iaprivatewealth.ca.

Cette entreprise est réputée pour son expertise en matière de planification financière, offrant des conseils avisés et personnalisés à ses clients. Leur équipe de planificateurs financiers qualifiés est dévouée à aider les gens à atteindre leurs objectifs financiers à long terme. Que vous cherchiez à planifier votre retraite, à investir dans l'immobilier ou à gérer votre patrimoine, iA Private Wealth est là pour vous aider.

L'emplacement de l'entreprise est hautement accessible, avec une entrée, un stationnement et des toilettes adaptés aux fauteuils roulants. Cela témoigne de leur engagement à offrir des services de haute qualité à tous leurs clients, quel que soit leur niveau de mobilité.

iA Private Wealth a également reçu des commentaires élogieux de la part de ses clients, avec une note moyenne de 5/5 sur la base de 4 avis sur Google My Business. Les clients apprécient leur approche personnalisée, leur expertise et leur engagement envers un service client exceptionnel.

Avis de iA Private Wealth

iA Private Wealth - Kelowna, British Columbia

Dennis Tetreau

5/5

I have been with Jeremy since 2004. I have always been taken by the personal way he advises me. Jeremy got to know me and my family, our goals and ideas. He then put together a plan that met those needs. He reviews my situation annually and as my needs change he suggests the appropriate adjustments to my portfolio. I have enjoyed getting to know Jeremy. He always very profession in his dealing with me yet I feel like I have a friend who is always looking out for my best interests. I would recommend him to anyone.

Darin Shepit

5/5

I've been working with Jeremy for years now; I knew him before he started in the business.

He's always been professional, yet personable, and I've always felt that my best interests take precedence. We have a pretty unique financial situation (I know, I know, everyone does), but he understands our goals, both short- and long-term, and I've never felt awkward talking about those things with him.

I can't think of any reason I'd do business with anyone else, and I don't even live in Kelowna.

Ken Lawrence

5/5

I was referred to Jeff Fulford when I moved to the Kelowna area. Jeff has helped me to
define an investment strategy that fits my current and future goals, as well as, help me to protect
those goals through proper insurance planning. Jeff is forthright, honest, and his counsel
is very down to earth. His service does not stop with your initial visit. He continually monitors
your portfolio, and contacts you with pertinent information. I would recommend Jeff
without reservation.

Jeff Bjorgan

5/5

We have relied on the Fulfords at HollisWealth for over 10 years. Their professionalism, keen eye for detail, and desire to help develop our financial portfolio in order for us to plan and live life well has been tremendously beneficial for us. We highly recommend them!