Strata Wealth & Risk Management Inc. - Gravenhurst, Ontario

Adresse: 1120 Bay St, Gravenhurst, ON P1P 1Z9, Canada.
Téléphone: 7056453229.
Site web: stratawealth.ca.
Spécialités: Planificateur financier, Cabinet d'expertise comptable, Conseil en investissement, Compagnie d'assurance-vie, Prêteur hypothécaire.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes, Toilettes non genrées, LGBTQ+ friendly, Rendez-vous obligatoire.
Avis : Cette entreprise a 13 avis sur Google My Business.
Avis moyen: 5/5.

Emplacement de Strata Wealth & Risk Management Inc.

7056453229

Strata Wealth & Risk Management Inc. est une entreprise spécialisée dans la gestion de patrimoine et la gestion des risques, située à 1120 Bay St, Gravenhurst, ON P1P 1Z9, Canada.. Vous pouvez les contacter par téléphone au 7056453229. Leur site web est stratawealth.ca.

Cette entreprise offre une gamme complète de services financiers, y compris les services de planification financière, d'expertise-comptable, de conseil en investissement, de compagnie d'assurance-vie et de prêteur hypothécaire. Les caractéristiques uniques de Strata Wealth & Risk Management Inc. comprennent leur engagement envers l'accessibilité, avec une entrée accessible en fauteuil roulant, un parking accessible en fauteuil roulant et des toilettes accessibles en fauteuil roulant.

Ils sont également LGBTQ+ friendly et offrent des toilettes non genrées. Il est important de noter qu'un rendez-vous est obligatoire pour accéder à leurs services. Strata Wealth & Risk Management Inc. a 13 avis sur Google My Business avec une note moyenne de 5/5.

En termes de localisation, l'entreprise est située dans une zone facilement accessible, avec un parking à proximité. Leur emplacement est idéal pour les clients de la région de Gravenhurst et des environs. Pour ceux qui cherchent des services financiers de qualité, Strata Wealth & Risk Management Inc. est une excellente option.

Avis de Strata Wealth & Risk Management Inc.

Strata Wealth & Risk Management Inc. - Gravenhurst, Ontario

Mike McFarlane

5/5

Would highly recommend the team at Strata! Working with Zack Clarke has been a great experience. Zack’s clear, concise and detail oriented approach along with his ability to think outside the box with investment and wealth management strategies has been eye opening for me. Zack puts his client’s needs first and his modern communication style always makes you feel comfortable and it never feels forced or rushed to make a decision.

Justin Junior

5/5

Would highly recommend Strata! Zack Clarke is a true professional in all sense of the word. He takes pride in his work and his attention to detail is second to none. As a client for many years now one of the top attributes of Zack is his communication. He explains everything in detail and makes you feel very comfortable with the process, lays out a plan and works together with you. He’s 24/7 and always extremely prompt on response time.

margaret ann

5/5

Matt Schaap is a Financial Advisor I highly recommend. His knowledge, service and follow through are top notch. Not only is Matt an absolute delight to work with but as a client I have benefited from the support and expertise of the entire Strata team. I am thrilled to be working with Matt as a partner in my financial journey.

Kyle Walters

5/5

I have been a client of Strata for over 10 years. We utilize Strata's wealth management and mortgage services and I cannot recommend them highly enough.

Tyler and his team are such an amazing resource and always are keen to listen to your current ideas / challenges and find solutions to meet your short term needs and achieve your long term goals.

Book a meeting with them if you really want to take control of your personal finances.

Aleisha Burta

5/5

Highly recommend Strata Wealth!!

Everyone I have spoken to within this company has been great!! Professional and prompt replies always.

Tyler set out a financial plan for me that was easy to follow and allowed me to see a light at the end of my debt tunnel. I stuck to the plan and and I am happily on my way to being debt free and much less stressed!!

If you're ready to make a change.. give them a call. You won't regret it!!

Michelle

5/5

Fantastic experience so far. I have not felt this important as a client in a long time. Looking forward to many years of business with Tyler and his team. Highly recommend Strata to anyone looking for a financial planner/investor. You will not be disappointed.

Dylan Sedore

5/5

We did our life insurance with strata. The whole team ensured a stress free, seamless process. I will be contacting Tyler for some other financial services in the near future. Highly recommend!

Brianne

5/5

Tyler and his team are absolutely unreal! They take the time to understand your financial goals, then design a plan that best suits you to achieve them. Tyler and his team embody competence, professionalism and top notch customer service! 10 out of 10!