Strata Wealth & Risk Management - Abbotsford, British Columbia

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 2309 McCallum Rd Unit E, Abbotsford, BC V2S 3N7, Canada.
Téléphone: 6043779350.
Site web: stratawealth.ca
Spécialités: Conseiller financier.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes, Rendez-vous recommandés.
Avis : Cette entreprise a 6 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de Strata Wealth & Risk Management

Strata Wealth & Risk Management 2309 McCallum Rd Unit E, Abbotsford, BC V2S 3N7, Canada

☎️6043779350

⏰ Horaires d'ouverture de Strata Wealth & Risk Management

Lundi: 08:00–17:00
Mardi: 08:00–17:00
Mercredi: 08:00–17:00
Jeudi: 08:00–17:00
Vendredi: 08:00–17:00
Samedi: Fermé
Dimanche: Fermé

Strata Wealth & Risk Management est une entreprise spécialisée dans la consultation financière. Situé à l'adresse 2309 McCallum Rd Unit E, Abbotsford, BC V2S 3N7, Canada, l'entreprise est accessible en fauteuil roulant et dispose de parking, toilettes et rendez-vous recommandés pour les clients.

Bénéficiant d'une réputation solide, Strata Wealth & Risk Management a accumulé 6 avis sur Google My Business avec une note moyenne de 5/5.

Caractéristiques et services offerts

Conseiller financier

Informations de contact

Téléphone : 6043779350

Site web : stratawealth.ca

Autres données d'intérêt

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

👍 Avis de Strata Wealth & Risk Management

Strata Wealth & Risk Management - Abbotsford, British Columbia

Krysta M.

5/5

Lyle and Jeramy are a wonderful team, I walked in looking for cleaning services and learned more about what Lyle does. He hooked me up with a wonderful advisor, very professional and has worked in line with my hobbies. I am a relationship builder and have been a leader most of my professional life. In sales for over 20 years. I was never a pushy salesperson, I like a person who has a similar technique. Jeramy is your guy, has a very soft approach, has good follow-up skills, and leads you in the proper direction with confidence it's right for you. Financial planning can be a very vulnerable thing to do, so most don't do it. You won't feel uncomfortable with this team! Highly suggest!

Samantha J.

5/5

I have used Lyle a few different times now and he is always fantastic to work with! Got us exactly what we wanted in life insurance in a timely manner and gave us some great options to think about for other options that will fit out lifestyles later on. Highly recommend him for all your financial needs!

Dana K.

5/5

I am very thankful for the guidance Lyle and Bakerview Financial have given me. I am a small business owner and have needed a lot of guidance and support. Lyle is very knowledgeable and encouraging. I feel very confident in the financial security of my business and my future thanks to the advice and guidance I have received. I highly recommend Lyle MacDougall at Bakerview Financial for your planning needs.

Jeanne K.

5/5

Lyle showed his integrity and honesty when providing information and solutions for my situation. I have no problem refering other to him

amityd1

5/5

Lyle rocks!! He is helpful and knows his stuff. He keeps it simple and straightforward.

B R.

5/5

Lyle is extremely professional and cares about his staff and clientele. I highly recommend working with Lyle!!!