Assurance et Services Canada

Perler Wealth - Port Coquitlam, British Columbia

👍 Avis 📌 Carte â„č Informations ⏰ Horaires

Adresse: 2232 Elgin Ave, Port Coquitlam, BC V3C 2B2, Canada.
Téléphone: 6044680888.
Site web: perlerwealth.com
Spécialités: Planificateur financier.
Autres donnĂ©es d'intĂ©rĂȘt: EntrĂ©e accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes, Rendez-vous recommandĂ©s.
Avis : Cette entreprise a 17 avis sur Google My Business.
Avis moyen: 4.9/5.

📌 Emplacement de Perler Wealth

Perler Wealth 2232 Elgin Ave, Port Coquitlam, BC V3C 2B2, Canada
☎6044680888

⏰ Horaires d'ouverture de Perler Wealth

  • Lundi: 08:30–16:30
  • Mardi: 08:30–16:30
  • Mercredi: 08:30–16:30
  • Jeudi: 08:30–16:30
  • Vendredi: 08:30–16:30
  • Samedi: FermĂ©
  • Dimanche: FermĂ©

Perler Wealth

Une entreprise de conseil en gestion financiĂšre Ă  Port Coquitlam, au Canada.

Perler Wealth est une entreprise de conseil en gestion financiÚre située à Port Coquitlam, au Canada, dont les coordonnées sont les suivantes :
Adresse : 2232 Elgin Ave, Port Coquitlam, BC V3C 2B2, Canada.
TĂ©lephone : 6044680888.
Site web : perlerwealth.com.

Spécialités

  • Planificateur financier

Perler Wealth offre des services de conseil en gestion financiÚre personnalisés pour répondre à vos besoins spécifiques. Les experts de l'entreprise travaillent étroitement avec leurs clients pour élaborer des plans financiers qui répondent à leurs objectifs individuels et favorisent leur succÚs financier à long terme.

Autres donnĂ©es d'intĂ©rĂȘt

  • EntrĂ©e accessible en fauteuil roulant
  • Parking accessible en fauteuil roulant
  • Toilets accessibles en fauteuil roulant
  • Toilets
  • Rendez-vous recommandĂ©s

Avis

Perler Wealth a reçu des avis trÚs positifs sur Google My Business avec une moyenne de 4,9/5 étoiles. Les clients sont impressionnés par la professionnalisme et la commodité de travail de l'entreprise. Certains clients ont noté que l'entreprise a un « touch personalisé » et une « communication transparente » qui les a convaincus de les recommander à leurs amis et à leur famille.

Un client a écrit : « Trust is earned. Harry et Anita et tout le monde à Perler Financial ont non seulement établi mon confiance, mais ils continuent de la renforcer chaque année. Ils travaillent dur et prouvent leur compétence à chaque occasion. Les mises à jour sont fournies, les explications sont répétées jusqu'à ce que j'entende et leur touche personnelle va au-delà. Je les recommande fortement. Harry, David et l'équipe. »

👍 Avis de Perler Wealth

Perler Wealth - Port Coquitlam, British Columbia
Diana G.
5/5

Trust is earned. Harry and Anita and everyone at Perler Financial have unquestionably earned my trust. Over and over, year after year they work hard and have proven themselves. Updates are given, explanations repeated until I understand and their personal touch goes above and beyond. I highly recommend Harry, David and the crew.

Perler Wealth - Port Coquitlam, British Columbia
Eleanor W.
5/5

David is my main contact at Perler, although Harry is always around if needed. David has provided consistent correct financial advice over the years for my husband and myself. Our investments have done well and I feel good about my finances with all of David’s advice. We are middle class and live within our means, but having a financial advisor like David assures our financial situation. I really wouldn’t know what to do without the advice we have received from Perler. Good service, respectful and love the birthday cards every year!!!

Perler Wealth - Port Coquitlam, British Columbia
Nancy P.
5/5

We have been clients of Perler Financial for years. Harry is a great advisor and he knows what he is talking about. With all of the market instability, Harry has taken good care of our investments. He has a very personal relationship with his clients, far from just the financial interest. I would recommend Perler Financial for all your financial needs.

Perler Wealth - Port Coquitlam, British Columbia
kevin A.
5/5

I’ve been a client of Harry’s company for over 20 years. Harry,David and the staff are the best. They treat you like a long time friend. He has given me some very solid returns over the years. He is also a very generous person and is involved in various charities and invites his clients to various functions. I’ve been invited to golf with him many times and he always insisted on picking up the tab.

Perler Wealth - Port Coquitlam, British Columbia
Joie K.
5/5

I have been a long time client of Perler Wealth and have had the pleasure to get to know many of the staff as well as the family who run the business. Harry is always giving updates, so I know where I stand. It is always professional, friendly and prompt when a need arises. This year I had to seek an accountant and phoned the office to inquire. I was dropping off my files the same day and was pleased to have this dealt with quickly and efficiently. It made me comfortable in the knowledge that if a question arose about my financial situation, the accountant would be able to access that knowledge easily with my permission. I absolutely love this company and would recommend it to any looking for financial opportunities and more.

Perler Wealth - Port Coquitlam, British Columbia
Doug M.
5/5

My family are all clients of Perler Wealth. They have taken the time to work with my children to set them up on a financial plan for the rest of their lives. The entire team is very professional and quick to respond to any queries. The services they provide are exceptional. Perler Wealth is also very community oriented, and they contribute to many charitable organizations.

Perler Wealth - Port Coquitlam, British Columbia
Brenda S.
5/5

Dealing with Perler Wealth has been nothing but positive. Always professional, efficient, friendly and will go the extra mile to help you. The service given is outstanding with monthly calls from your advisor. Always willing to set up a meeting if your money situation changes.

Perler Wealth - Port Coquitlam, British Columbia
Vicki J.
5/5

I have been working with Perler Wealth for 20 Years and have found their services to be extremely professional. There are very knowledgeable regarding financial advice. I can always guarantee that I will always speak to an associate the day that I call and they will follow up on the services provided. I have recommended Perler Wealth to friends and they have also been happy too. You can tell they all care about their clients by proving the best service possible. I would highly recommend this company to anyone

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