Becker Hillier Wealth Management - Smiths Falls, Ontario

Baker Hillier Wealth Management est une entreprise de planification financière basée à Smiths Falls, au Canada.

Informations de contact

Adresse : 49 Main St E, Smiths Falls, ON K7A 1A5, Canada.

Téléphone : 613-284-3737.

Site web : bhfinancialplanning.ca.

Especialités

Baker Hillier Wealth Management offre des services de planification financière, notamment :

• Planificateur financier
• Conseil en investissement
• Planification de retraite
• Planification de patrimoine

Autres données d'intérêt

Ce centre de planification financière offre :

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

Avis

Baker Hillier Wealth Management a 2 avis sur Google My Business.

Avis moyen : 5/5.

👍 Avis de Becker Hillier Wealth Management

Timothy B.

5/5

Joe has been our financial advisor for quite a few years now. He has skillfully guided us towards investments that were most suited to our retirement goals. Joe truly looked after our interests and as a result we have profited well with our investments. On several occasions Joe reached out to us to advise us of changing market conditions with recommendations when and where to adjust our financial portfolio. Now that that we are retired, he has been invaluable in helping us chart out our retirement income strategies. Joe is also extremely knowledgeable in estate planning. With his help we feel most confident that our finances will be in the best shape possible to pass on to our children.

Kevin M.

5/5

Excellent customer service with professional approach. Joseph has a calm demeanour and is sincere with his advice. I enjoy working with him as my financial advisor and working towards my and my wife’s retirement plans.