Paula McNeaney - BMO Financial Planner - St. Catharines, Ontario

Paula McNeaney es una planificadora financiera altamente capacitada y con experiencia, quien trabaja para BMO Financial Planner en Canadá. Su oficina se encuentra en 228 Glendale Ave, St. Catharines, ON L2T 2K5, y puede ser contactada al número de teléfono 9056418190. Además, puede ser encontrada en su página web oficial aquí.

Paula especializada en el área de la planificación financiera y ofrece una amplia gama de servicios a sus clientes. Entre sus especialidades, se encuentran la planificación financiera personal y familiar, inversión, ahorro, y la preparación para la jubilación. Por lo tanto, es una excelente opción para aquellas personas que buscan un asesoramiento financiero integral y personalizado.

La oficina de Paula McNeaney está diseñada con accesibilidad en mente, lo que facilita la visita para aquellos que utilizan sillas de ruedas. Además, el acceso al estacionamiento y las instalaciones de aseo son igualmente accesibles, lo que asegura una experiencia cómoda para todos sus clientes. Esto demuestra su compromiso en brindar un servicio inclusivo y adaptado a las necesidades de cada persona.

Hasta la fecha, Paula McNeaney ha recibido 3 reseñas en Google My Business, con una calificación promedio de 5/5. Estas opiniones positivas hablan por sí mismas acerca de la calidad del servicio que Paula ofrece y de la confianza que ha ganado entre sus clientes. Esto es una garantía de que Paula es una opción segura y confiable para aquellos que buscan asesoramiento financiero.

Finalmente, Paula McNeaney está altamente recomendada para aquellas personas que buscan un servicio de planificación financiera de alta calidad y personalizado. Con su amplia experiencia, compromiso con la accesibilidad y calificaciones excelentes, Paula es una excelente opción para cualquier persona que busque optimizar su situación financiera. Se le recomienda encarecidamente visitar su página web para obtener más información y establecer un rendez-vous.

👍 Avis de Paula McNeaney - BMO Financial Planner

Barry J.

5/5

Paula was an invaluable resource as I planned my retirement 4 years ago, and she has provided remarkably sound guidance and advice each time that we review our investment portfolio. As a retiree, my goal is to generate an income from our investments. Thanks to Paula's astute advice and broad knowledge of both the markets and the products of BMO, we have made investments in which we have the utmost confidence. She treats us as part of a team, she regularly updates herself on our goals and needs. Most important, she is accessible and keeps the lines of communication with us open. If she becomes aware of an opportunity that could benefit us, she contacts us; if we have questions, we can contact her and expect an answer the next day. It is this push/pull communication synergy that gives us such confidence in Paula; the happy results of our latest investment perhaps offer more tangible evidence why we trust Paula implicitly and rely on her good judgment. Paula has advised us to investigate products we might not otherwise have looked at, she has patiently explained every detail of the product, including advising a switch from a product I had held as a long-term investment to something similar because the MER was more attractive in the new product. Paula McNeaney has our full confidence when we are updating our own portfolio, and we refer friends and colleagues to her without any reservations. She is the best. Dr. Barry W. K. Joe

K M.

5/5

Paula has been an invaluable asset to mine and my wife's investment portfolio for many, many years. She has guided us through the days when we purchased homes and financed our three children's post-secondary education to more recently, as we began our retirement. We have now been retired for seven years, and because of her financial advice and savvy, which are generated by her vast knowledge and genuine care for her clients, we are now enjoying a phase in our lives that is extremely comfortable and worry-free.
Paula is intimately familiar with BMO and its myriad tools for investing and matching her clients' needs with the latter. She has also introduced us to the bank's other departments/personnel in order to ensure that we maximize our experiences and opportunities in the world of finance.
In addition to always being available for advice and seeking the best returns for us, she has been a friend over the years and one in whom we feel very confident discussing a whole range of topics, be it personal or professional.

MARY J. R.

5/5

Paula has been more than helpful getting us the most value for our investments. She takes time and is always available for our questions and concerns. We are so privileged to have Paula working for us and highly recommend her!