IG Private Wealth Management - ARUN MEHROTRA, CFP EPC - Edmonton, Alberta

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 6103 Currents Dr NW Suite 302, Edmonton, AB T6W 2Z4, Canada.
Téléphone: 7804310527.
Site web: mehrotragroup.com
Spécialités: Conseiller financier.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant.
Avis : Cette entreprise a 10 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de IG Private Wealth Management - ARUN MEHROTRA, CFP EPC

☎️7804310527

IG Private Wealth Management - ARUN MEHROTRA, CFP EPC

La empresa IG Private Wealth Management de ARUN MEHROTRA, CFP EPC, se sitúa en 6103 Currents Dr NW Suite 302, Edmonton, AB T6W 2Z4, Canada, lo que permite una excelente conexión con la comunidad de Edmonton. Con un número de teléfono a disposición de los clientes 7804310527, esta empresa ofrece una atención personalizada y accesible.

Características y especialidades

La empresa se destaca por sus habilidades en la consejería financiera, ofreciendo asesoramiento y orientación personalizados a sus clientes. La experiencia de ARUN MEHROTRA, CFP EPC, y su equipo, garantiza que los clientes reciban atención excepcional y soluciones adaptadas a sus necesidades.

Datos de interés

La empresa cuenta con instalaciones accesibles para personas con discapacidad, con entrada y parking para fauteuils roulants, lo que garantiza una experiencia cómoda y sin barreras para todos los clientes.

Opiniones y reconocimientos

Con una media de opinión de 5/5 en Google My Business, esta empresa ha demostrado su compromiso con la satisfacción de sus clientes. Los comentarios de sus clientes destacan la confianza y la seguridad que se sienten al trabajar con ARUN MEHROTRA, CFP EPC y su equipo. Los clientes valoran la transparencia y la libertad de tomar sus propias decisiones sin presión, lo que los hace sentir valorados y apoyados en su proceso de planificación financiera.

Información recomendada para una persona que busca sobre la empresa

Para aquellos que buscan una empresa de consejería financiera de confianza y accesibilidad, IG Private Wealth Management de ARUN MEHROTRA, CFP EPC, es una excelente opción. Con su ubicación en Edmonton y su enfoque en la atención personalizada, esta empresa es ideal para aquellos que buscan una solución financiera integral y adaptada a sus necesidades.

Recomendación final

Si estás buscando una empresa de consejería financiera que te ofrezca atención personalizada y accesible, no dudes en contactar a IG Private Wealth Management de ARUN MEHROTRA, CFP EPC, a través de su página web mehrotragroup.com. Con su experiencia, habilidades y compromiso con la satisfacción de los clientes, esta empresa es una excelente opción para planificar y gestionar tus finanzas de manera efectiva.

👍 Avis de IG Private Wealth Management - ARUN MEHROTRA, CFP EPC

IG Private Wealth Management - ARUN MEHROTRA, CFP EPC - Edmonton, Alberta

RE B.

5/5

I have been with Arun for well over 20 years and have always valued his advise, recommendations and help. He took care of my parent's accounts and was of great help to me in dealing with their stuff when they passed on. I have since managed to convince my husband to transfer his stuff to Arun and suffice it to say, he wishes he had done it much sooner. Arun is always willing to explain (and re-explain) things, but allows you to make your own decisions without any pressure. He and his great team always make you feel valued.

Ronna J.

5/5

Arun has been my advisor for decades. With his guidance my investments have grown commendably. His integrity is unquestionable; his nature is personable. He cares not only about my finances but about my life and my family. He is also great at educating me about the financial world.

RoeL B.

5/5

I have been one of Aruns long term clients. i came from a family that have been advised by the Mehrotra’s for over 20 years. Needless to say in todays day and age, financial advice is essential, and of course I trust Arun and his group to handle all investments, tax advice, personal wealth building and projects. his group have been aware of all our big purchases and he is always aware of our financial goals. so Im happy to give him and his associates my endorsement. this google review is social medias way of promotion, but word of mouth is key. he is honest, easy going, understanding , and always has our best interests in mind 100%. im glad Arun continues to work with us going forward.

Pauline B.

5/5

I have been with Arun for many years. He is very personable and easy to talk with. I value his sound advise and guidance with my investments. I recommend Arun to guide you in all financial goals.

K G.

5/5

Arun has been my advisor for the last 7 years and my husband's advisor for over 20 years. He always steers us in the right direction. We have never felt uncomfortable with his advice and have done quite well over the years with investments. I recommend everyone to Arun!

Tom K.

5/5

We have dealt with Arun for many years and find him extremely easy to deal with. In today's day & age it's important to have sound advice & proper planning as you work toward your financial goals. We'd recommend Arun & his team to anyone looking for help or planning with any financial needs they may have.

Dominic D.

5/5

If you, like my family, are looking for someone to support your wealth management, retirement or even life Insurance, then please consider Arun. while his expertise will be a welcome addition to your net worth, what I must impress upon you is his commitment to your family. Arun has looked after members of my family for generations, and I will happily recommend his team to anyone.

Lisa M.

5/5

Arun is a very talented, conscientious advisor. He attends personally to his clients' accounts and prioritizes relationships and building value and financial growth for the client. He educates, and guides from a protective point of view in an industry that can easily become defined by the latest trends and big risks for big profits. Because he attends to each client in a customized manner and gets to know their personal and professional goals, he can advise on the risks and benefits of different financial decisions. He truly wants to see all of his clients prosper in their lives and finances. You are truly in good hands with Arun!