Paton Financial Services Inc. - Sun Life - Huntsville, Ontario

Paton Financial Services Inc. - Sun Life est une entreprise spécialisée dans les services financiers, située à Adresse: 11 Main St W Unit 2, Huntsville, ON P1H 2C5, Canada.

Vous pouvez les contacter par téléphone au Téléphone: 7057895246 ou visiter leur site web à Site web: advisor.sunlife.ca.

Cette entreprise est dirigée par un planificateur financier expérimenté qui offre des rendez-vous en ligne et des services sur place. L'emplacement est accessible en fauteuil roulant, avec des places de parking et des toilettes adaptées.

Il est important de noter que des rendez-vous sont obligatoires et qu'il y a un parking gratuit disponible sur place ainsi que dans la rue.

Les clients ont laissé un total de 16 avis sur Google My Business avec une moyenne de 5/5, témoignant de la qualité des services offerts.

Avis de Paton Financial Services Inc. - Sun Life

Alana McCabe

5/5

I cannot recommend Paton Financial Services Inc. highly enough! Their team made the process of reviewing my financials informative, easy to understand, and enjoyable. From the moment I walked in, I felt important and that they had my best interests in mind. The level of professionalism and expertise is unparalleled. They took the time to understand my unique financial situation, goals, and concerns, and came up with a solution and comprehensive plan. Moreover, their commitment to ongoing support is truly commendable. They didn’t just hand me a plan and send me on my way - they continue to provide guidance and assistance whenever I need it. It’s clear that they genuinely care about their clients’ and want to build lasting relationships to ensure success. If you’re looking for a trustworthy partner to help you navigate the complexities of financial planning, look no further than Paton Financial Services Inc.

Jen Trott

5/5

Steve at SunLife Financial is warm, easy to talk to and makes investing feel less intimidating. I asked lots of questions and he was very knowledgeable and patient with me as I worked through what was best for my lifestyle and investment. I have always felt taken care of when working with him and his team.

Dale Wenger

5/5

When we had big life changes coming up and needed a better financial understanding of our future Steve helped clear up the confusion. Between buying a business, starting a family and looking toward our future, Steve made it easy to chart a path forward. Taking away some of the unknowns in the process. It is great to have Steve as part of our family's team in building our future.

leslie Okrah

5/5

As a small business owner, I was happy to have Steve Paton as my personal and business financial advisor. He help my family and company with everything from setting up my company's group benefits to personal financial advise and strategies. He is extremely knowledgeable and has the best interests of his clients at heart. Couldn't ask for a better financial advisor.

Joan Rom-Colthoff

5/5

Steve Paton did an excellent job in reviewing and transferring my investments. He was transparent about his own investment strategies using clear language that I could understand as a health care professional who isn’t well versed in financial matters. He also allowed me to invite a family member to one of our Zoom meetings. He went over my retirement goals in detail and we explored my options, including pros and cons with respect to the timing of retirement. I feel more confident about my retirement plans and would definitely recommend Paton Financial Services to anyone approaching retirement.

Mack Giles

5/5

I would recommend Steve to anyone in search of investment and financial management services. Steve possesses a wealth of knowledge for financial planning, which he uses to tailor his services to your specific needs. His genuine care for his clients is evident through his commitment to understanding your individual financial situation and future goals. Steve is a supportive professional who consistently goes the extra mile for his clients. I would recommend Steve to anyone!

David Morrison

5/5

What an awesome experience with Paton Financial services! Steve walked us through all of our options , sharing lots of personal experiences and information. This helped my wife and I choose the options that worked best for us at our current financial and life state. We will definitely be return customers for future financial decisions! Thanks alot!

Eric Helliwell

5/5

We have been very happy with our experience dealing with Steve Paton. He has proven to be well experienced in his field and we have great confidence in entrusting our financial plans with him. Greatly recommend!