LAKESIDE FINANCIAL PLANNING - Kelowna, British Columbia

Adresse: 550 West Ave #221, Kelowna, BC V1Y 4Z4, Canada.
Téléphone: 2507121131.
Site web: lakesidefinancialplanning.com.
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 10 avis sur Google My Business.
Avis moyen: 4.6/5.

Emplacement de LAKESIDE FINANCIAL PLANNING

2507121131

Lakeside Financial Planning est une entreprise spécialisée dans la planification financière, située à une adresse pratique et accessible and 550 West Ave #221, Kelowna, BC V1Y 4Z4, Canada. Leurs coordonnées comprennent un numéro de téléphone facile à retenir, soit le 2507121131, et un site web informatif, lakesidefinancialplanning.com.

Chez Lakeside Financial Planning, un planificateur financier qualifié et expérimenté vous accueillera chaleureusement. L'entreprise est réputée pour son engagement envers l'accessibilité et dispose d'une entrée, d'un stationnement et de toilettes adaptés aux fauteuils roulants.

Avec un avis moyen de 4.6/5 sur la base de 10 avis Google My Business, Lakeside Financial Planning a su se démarquer parmi ses concurrents grâce à son professionnalisme, son écoute et sa transparence. Les clients apprécient particulièrement la patience et la pédagogie des planificateurs financiers, qui prennent le temps d'expliquer clairement les stratégies et les décisions financières.

En ce qui concerne les spécialités, Lakeside Financial Planning offre une gamme complète de services en planification financière, incluant la gestion de portefeuille, la planification retraite, la planification successorale, la planification fiscale et la gestion des risques. Leur équipe travaille en étroite collaboration avec chaque client pour établir des objectifs personnalisés et développer des stratégies financières adaptées à leur situation unique.

Lakeside Financial Planning est fortement recommandé pour les personnes cherchant des conseils financiers avisés et un service personnalisé. Visitez leur site web, lakesidefinancialplanning.com, pour en savoir plus sur leur équipe, leurs services et leurs réalisations. N'hésitez pas à les contacter pour planifier une consultation et entamer une relation durable et fructueuse en matière de planification financière.

Avis de LAKESIDE FINANCIAL PLANNING

LAKESIDE FINANCIAL PLANNING - Kelowna, British Columbia

Angel Rockwell

5/5

Darcy is amazing to work with! He took the time to help me and my family get clear on what our needs actually are, and delivered a few options for us that weren't overwhelming. I got life insurance for my daughter as well as topped up my own life insurance coverage. We will absolutely be going back to Lakeside financial for any of our future insurance needs.

Ali M

5/5

We see Darcy for a couple things but for life insurance in particular. Because he doesn't represent any one company in particular, we got to choose which insurance would work for us from a pretty big list of potential companies and weigh out the pros and cons. When I worked insurance in the past, I represented one company and it was difficult to match the client with one of our limited products. That was no issue here. Highly recommend Lakeside Financial Planners.

Shay Casavant

5/5

After having a baby last year, I wasn't sure where to start with savings and RESPs, as well as balancing basic household bills and investing for retirement. Darcy Knight helped tremendously and even found a mutual fund I'm excited about - not a string of words I ever thought I'd say and yet here we are!

The staff are always helpful and exceedingly friendly, the parking is free, and the office is located conveniently in the South Pandosy area of the lower Mission.

Angie Pinchbeck

5/5

I was referred to Lakeside Financial Planning by a friend (although my mom has been going there for years and I should have just listened to my mother!), and it's one of the first times that I really felt like the person on the other side of the desk *listened* to me and the things I wanted.

For example, I've always been interested in sustainable and responsible investing, but when I've asked others in the past, I've been shot down and told that "there's not enough money in that", which was never the point anyway. However, Darcy (who is amazing) was able to show me options that not only fit what I was looking for, but were clearly financially successful! He patiently explained everything and helped me to understand which options were right for *my* wants and needs.

They also offer a complete package of service, like behavioural cash-flow planning (which is like budgeting, except it works) and long-term financial planning and modeling. Again, this sets them apart from other places I've been to.

I would *highly* recommend these folks, and Darcy in particular, especially if finances make you nervous or you really have no idea what you're doing (like me).