Rockmoor Wealth Management - Nanaimo, British Columbia

Rockmoor Wealth Management est une entreprise située à l'adresse 5160 Dublin Way #204, Nanaimo, BC V9T 0H2, Canada. Ils peuvent être contactés par téléphone au 250-618-0386 ou via leur site web rockmoorwealth.com. Cette entreprise offre des services en conseil financier, courtier d'assurances, société d'investissement, conseil en investissement et compagnie d'assurance-vie.

De nombreux services sont proposés sur place, y compris des rendez-vous en ligne. L'entrée est accessible en fauteuil roulant et le parking est également accessible pour les fauteuils roulants. Les toilettes sont également accessibles pour les personnes en fauteuil roulant. Les avis sont recommandés pour cette entreprise.

Rockmoor Wealth Management est réputée pour sa spécialité dans le domaine financier, ainsi que pour l'expertise de son équipe dans le choix des meilleures solutions pour leurs clients. Ils sont connus pour leur écoute et leur compréhension approfondie des besoins de chacun. Ils sont capables de fournir des recommandations bien informées à partir de ces connaissances. Ils sont également très efficaces dans la recherche et la sélection des meilleures compagnies d'assurances pour leurs clients.

Caractéristiques de l'entreprise

• Conseiller financier
• Courtier d'assurances
• Société d'investissement
• Conseil en investissement
• Compagnie d'assurance-vie

Services recommandés

• Rendez-vous en ligne
• Services sur place
• Entrée accessible en fauteuil roulant
• Parking accessible en fauteuil roulant
• Toilettes accessibles en fauteuil roulant
• Toilettes
• Rendez-vous recommandés

Opinions

Rockmoor Wealth Management a reçu 30 avis sur Google My Business. Leur score moyen est de 5/5. De nombreux clients ont complimenté l'équipe, en particulier David LeNeveu, pour son professionnalisme, son écoute et ses recommandations bien informées. Ils ont également complimenté l'équipe pour leur assistance en matière d'assurances de vie et de questions financières en général.

👍 Avis de Rockmoor Wealth Management

John T.

5/5

David LeNeveu is extremely professional. He listens until he thoroughly understands all your needs. From this he is able to make well informed recommendations. I highly recommend he and his team at Rockmoor Wealth Management.

Alyssa R.

5/5

David is awesome. We obtained our life insurance through him and he was very informative. He’s also been a great help with our other financial questions.

Jason W.

5/5

David provides excellent service, thorough investment knowledge, and a complete commitment to his clients. When I brought an extended family connection to David to deal with the proceeds of a very important transaction, he and his team delivered clear, sound advice for a long term plan. I can’t thank him enough for putting my mind at ease in knowing that my family has been taken care of!

Joe F.

5/5

David & the Team at Rockmoor have been phenomenal for myself and our family with all of our insurance needs and financial advice. Within minutes of meeting David the first time, he taught us key points about annual insurance insurance payments saving us more than 8-12% interest that we had no idea about from a previous advisor for 10yrs.
Very knowledgable, professional & truly wants what's best for his clients.

Bryan B.

5/5

David has helped me make some great financial decisions for years now and has always provided me great service. I trust him with my future and my kids future. I look forward to continuing to work with David for many years to come. I highly recommend David to everyone!

Baylee J.

5/5

Great experience with Rockmoor Wealth! David listened to my financial and life goals, provided me with tailored advice based on my needs and took his time explaining the WHY behind his advice. I left his office feeling educated and confident about my future. Anyone looking to invest should reach out to David LeNeveu.

Deon G.

5/5

Dave and the team at Rockmoor are fantastic. They genuinely care about your investments and will guide through the process with ease. Their wealth of knowledge is unmatched, highly recommend!

Dan M.

5/5

David was easy to talk to, explained everything down to the detail with examples and scenarios, and provided advice and guidance to simplify the currently overcomplicated day to day personal and business dealings. I left with more knowledge about my finances and felt comfortable with obtainable goals and a plan going forward to update and amalgamate my accounts and policies.
Highly recommend!