Kelly Lindsey - Raymond James Ltd. - Penticton, British Columbia

Kelly Lindsey - Raymond James Ltd.

Adresse: 465 Ellis St, Penticton, BC V2A 4M1, Canada.

Téléphone: 2504872000.

Site web: okanaganwealth.ca.

Spécifiquement, Kelly Lindsey est une conseillère financière et conseillère en investissement de Raymond James Ltd. située à Penticton, en Colombie-Britannique, Canada. L'entreprise est accessible en fauteuil roulant, dispose d'un parking accessible en fauteuil roulant et des toilettes accessibles en fauteuil roulant.

La réputation de Kelly Lindsey et de son équipe est excellente, avec une note moyenne de 5/5 sur Google My Business. Les clients apprécient leur compétence, leur professionnalisme et leur environnement accueillant. Les avis mentionnent également leur patience avec les clients débutants en matière d'investissement.

En tant que conseillère financière, Kelly Lindsey offre des services de conseil en investissement et de gestion d'investissement. Le client peut compter sur son expertise et ses conseils pour atteindre ses objectifs financiers.

Il est recommandé de contacter Kelly Lindsey et son équipe pour obtenir un conseil personnalisé et des conseils d'investissement de haute qualité.

Informations complémentaires :

• Entrée accessible en fauteuil roulant
• Parking accessible en fauteuil roulant
• Toilets accessibles en fauteuil roulant
• Toilets

👍 Avis de Kelly Lindsey - Raymond James Ltd.

Dawn

5/5

What a wonderful investment experience ! Such competence, such professionalism, and such a warm and welcoming environment. The icing on the cake is the patience with those of us who don’t know much about investing. Thank you to Kelly and her wonderful team 💕

Cody

5/5

Kelly Lindsey is an absolute amazing financial advisor and have been great to work with! Her team is also excellent and everyone that I have dealt with at the branch have been great! Would definitely recommend if you are looking for investment management or advice.

Mike A. M. T.

5/5

We have worked with Kelly for a few years now, she helps people understand investments. The Umbrella system is an easy diagram she used for myself, wife & also My son. Great to deal with and always responds to my emails or phone calls right away. Very important for me.
thanks again Kelly

Mike W.

5/5

I have been working with Kelly as my financial planner for over 15 years. She is not only pleasant to deal with she is also on the ball and cares. I have had my highest gains with my money in her hands. I would recommend anyone to her.

Brandon L.

5/5

Before being recommended to Kelly & Danelle I used a local bank for my investing and I didn’t feel growth.. the attention and care I received from Okanagan wealth management is unmatched, knowledgeable, approachable, and clean office!

Karen N.

5/5

Wonderful help from confident knowledgeable financial advisor.