C. Taylor & Associates Private Wealth Management - COLEEN TAYLOR, CFP, CLU, RRC, CHS, EPC - Terrace, British Columbia

C. Taylor & Associates Private Wealth Management - COLEEN TAYLOR, CFP, CLU, RRC, CHS, EPC

C. Taylor & Associates Private Wealth Management est une entreprise réputée spécialisée dans la gestion de patrimoine, dirigée par Coleen Taylor, une planificatrice financière hautement qualifiée et expérimentée. Son adresse est le 4635 Lazelle Ave, Terrace, BC V8G 1S8, Canada. Vous pouvez les contacter par téléphone au 2506350601. Leur site web est coleentaylor.ca.

L'entreprise propose une gamme complète de services de planification financière, y compris la planification de la retraite, la planification successorale, la gestion des investissements et la planification fiscale. Coleen Taylor et son équipe sont dévouées à aider les clients à atteindre leurs objectifs financiers à long terme en leur offrant des conseils et des stratégies personnalisés.

Une des caractéristiques uniques de C. Taylor & Associates Private Wealth Management est leur engagement envers l'accessibilité. Leur bureau est accessible en fauteuil roulant, avec un stationnement et des toilettes adaptés. Cette considération pour les besoins de tous les clients témoigne de leur engagement envers un excellent service à la clientèle.

Actuellement, l'entreprise a reçu 18 avis sur Google My Business, avec une note moyenne de 5/5. Les clients ont loué la compétence et la professionnalisme de Coleen Taylor et son équipe, ainsi que leur capacité à expliquer clairement les concepts financiers complexes.

Avis de C. Taylor & Associates Private Wealth Management - COLEEN TAYLOR, CFP, CLU, RRC, CHS, EPC

Fleure Koncek

5/5

I have had the pleasure of doing business with Coleen for several years now, and during this time, I have come to call her more than my financial advisor but also a friend and I couldn't be more pleased with all the help and support she and her associates have shown me over the years.
I will happily keep doing business with C. Taylor & Associates, as I could not imagine getting better service anywhere else.
I will recommend them any time to everyone who is looking for a great wealth management service.
You are the best, hands down!

Uli Thomschke

5/5

We have been with investors group for about 25 years. We have seen a few consultants come and go. They have all been good, but I can honestly say C. Taylor & Associates have been the best by far! They have always gone the extra mile for me. They have always been there for me when I've needed financial advice. I have simultaneously dealt with sunlife for a 7 year period, but have since moved all my investments to IG weather management group as their service is so much better.

Krista B

5/5

Thanks to Coleen and Jessica for guiding us through our IG Living financial plan. Thanks for adapting and simplifying our plan as we begin to navigate retirement. Your expertise and holistic methodology create confidence that we have an exciting and financially secure future.

Christine Pipe

5/5

Coleen, Ben and associates are so professional, caring and knowledgeable; they make finances fun!! Hard to believe, but so true. They can assist you in making a stressful situation into a completely positive one. Thank you so much team.

Greg Smith

5/5

Thank you for the thorough review of my account. I'm very satisfied with the presentation, and very happy with the growth of my investments.

Mark Fleming

5/5

Colleen and Ben were very clear a professional in providing recommendations and answering all of our questions.

Bruno Belanger

5/5

Coleen and Todd Taylor have been guiding lights to help us make financial decisions in the present and for the future. Their combined expertise and knowledge has been invaluable. We highly recommend their services and genuine support.

Fae Wyse

5/5

Very informant meeting today. Thank you for all your great suggestions, was very helpful today.