Plume Financial Services Inc - Fredericton, NB

Plume Financial Services Inc - Un Conseiller Financier Exceptionnel

Plume Financial Services Inc est une entreprise située à Fredericton, au Canada, qui offre des services financiers exceptionnels. Avec une expertise reconnue dans le domaine de la gestion d'actifs et des conseils financiers, Plume Financial Services Inc est le partenaire idéal pour tous ceux qui cherchent à améliorer leur situation financière.

Spécialités

• Conseiller financier

Autres données d'intérêt

• Parking accessible en fauteuil roulant
• Toilettes accessibles en fauteuil roulant
• Toilettes
• Rendez-vous recommandés

Avis

Plume Financial Services Inc a reçu de nombreuses critiques positives sur Google My Business, avec une moyenne de 5/5. Les clients apprécient la manière dont Plume Financial Services Inc prend soin de leurs intérêts financiers et les guide à travers les défis financiers.

Un client a déclaré: « J'ai commencé à travailler avec Mike il y a quelques années lorsque j'ai eu un versement de retraite que j'avais besoin de gérer. Ayant très peu de connaissances sur ce à quoi je devais faire, Mike était un véritable sauveur en m'aider à chaque étape. Toutes les adaptations que j'ai besoin il les fait et les explique, il parle de mes préoccupations. Il est également très bon pour suivre mes investissements et assurer qu'ils répondent à mes besoins spécifiques Je recommanderais fortement Mike pour n'importe quelles opportunités d'investissement que vous pourriez avoir »

Plume Financial Services Inc est une entreprise fiable et compétente qui sait comment prendre soin de ses clients. Si vous cherchez un conseiller financier pour vous aider à prendre les bonnes décisions concernant vos finances, Plume Financial Services Inc est la bonne option.

Téléphone: 5064066100
Adresse: 494 Queen St Suite 400, Fredericton, NB E3B 1B6, Canada.
Site web: plumefinancial.ca

👍 Avis de Plume Financial Services Inc

Denise M.

5/5

I started working with Mike a few years ago when I had a pension payout that I needed to deal with. Having very little knowledge on what to do, Mike was a true life saver in helping me every step of the way. Any adjustments I need made he readily does it and talks me through any concerns I may have. He is also great at staying on top of my investments and ensuring they are meeting my specific needs! Would strongly recommend Mike for any investment opportunities you may have!

Derek J.

5/5

Mike and I often mutually share clients - with him providing financial planning and me providing mortgage assistance. Mike’s clients love his personable, common sense approach and high integrity.

Gisele C.

5/5

We have been with Mike at Plume Financial for over 10 years. We have been very happy with the returns on our investments. Mike takes pride in his work and continuously and regularly reviews his accounts to ensures clients have the best returns possible.

Joel F.

5/5

Mike has been handling different portfolios for me for years. He’s very knowledgable and personable. I highly recommend working with him for all of your financial advice and investments!

Marie-Reine S.

5/5

Mike has been extremely helpful with our financial planning and is always proactive in handling our investments. So grateful for his conscientious help.

John S.

5/5

Some solid advice. Took time to understand my situation and what I wanted. Explained what I needed to know and do along what to expect. Seemed both a simpler and more solid solution and yet still a better plan for my future than I've ever gotten.

Debrah M.

5/5

I have trusted Mike for more than five years He has had to go to bat in my behalf for insurance to pay hospital bills, advise on financial matters and given me confidence to transfer funds to my TFSA without worry. He is very responsive to my texts, call and email. Having a trusted Financial Advisor is so crucial in today’s climate.
I am grateful Mike has agreed to work with me to achieve my goals.

Kathy H.

5/5

We are very happy with the service Mike provides to us as our Financial advisor. He is very knowledgeable and is great at guiding us to meet our goals. He is always accessible when we need to meet or have questions answered.