Capital Edge Financial Planning - Edmonton, Alberta

Informations sur Capital Edge Financial Planning

Située à l'adresse 21143 48 Ave NW, Edmonton, AB T6M 0G2, Canada, Capital Edge Financial Planning est une entreprise de conseiller financier, planificateur financier et courtier d'assurances qui se distingue par son approche personnalisée et son engagement envers le bien-être financier de ses clients. Avec un numéro de téléphone facile à retenir, 780-761-3343, et une présence en ligne forte sur capitaledgefinancial.ca, cette entreprise est bien implantée dans la communauté locale.

Caractéristiques et Accessibilité

Capital Edge Financial Planning se vante d'une entrée accessible en fauteuil roulant, d'un parking accessible en fauteuil roulant et de toilettes accessibles en fauteuil roulant, ce qui la rend très accueillante pour tous, y compris les personnes à mobilité réduite. Ces aménagements témoignent de leur engagement envers l'inclusion et la commodité pour tous leurs clients.

Opinions et Moyenne de Notation

L'entreprise a accumulé un total impressionnant de 57 avis sur Google My Business, ce qui reflète une réputation solide dans la communauté. Avec une moyenne d'avis de 4.9/5, il est évident que de nombreux clients sont satisfaits des services offerts par Capital Edge Financial Planning. Les témoignages décrivent un travail acharné et une attention particulière portée à chaque client, avec des plans financiers adaptés et des investissements bien gérés, même sous pression temporelle.

Services Offerts

Les spécialités de cette entreprise incluent le conseil financier, la planification financière et la gestion des assurances. Que vous cherchiez à optimiser vos investissements, à planifier votre retraite ou à choisir les assurances appropriées pour votre famille, Capital Edge Financial Planning semble être une ressource fiable.

Recommandation Finale

Si vous êtes à la recherche d'un conseiller financier compétent et empathique à Edmonton, qui peut vous aider à naviguer dans le monde complexe de la gestion financière, je vous recommande vivement de contacter Capital Edge Financial Planning. Vous pouvez les rejoindre via leur site web capitaledgefinancial.ca ou en les appelant au 780-761-3343. Précieux pour ceux qui cherchent à sécuriser leur avenir financier, leur équipe promet non seulement une expertise de pointe mais aussi un environnement accueillant où chacun se sent compris et soutenu.

👍 Avis de Capital Edge Financial Planning

Avril D.

5/5

Working with Dave is very easy. He is prompt, knowledgeable and personable, tailoring his financial plan to your specific needs and goals. He spent a lot of time designing and forecasting based on our initial meeting, and presented a very comprehensive package. Shortly after, our investments were made in time for the end of the year working under time constraint and Christmas holidays. I feel secure that I have the right person to manage our finances, and I truly feel he cares about his clients.

Rodolfo M. -. A. -. C.

5/5

I met with Dave within the past two months and thoroughly enjoyed it. I am 39 and went into that meeting feeling hopeless as I have not planned for my future at all and after meeting with Dave I left that meeting feeling hopeful, capable, and excited about my future. He created a clear plan for me that was realistic and gave me tangible steps to take to get there. Highly recommend working with him!!

Bev

5/5

We are near retirement age and had no idea how to proceed to maximize what we has built together. Did a lot of research and found Capital Edge Financial Planning with David Hawryluk near our area. Once we had our first meeting it was clear that we made the right choice. Dave clearly explains everything so you can make informed choices that suit our needs and goals. In this new financial world it is imperative to have " that guy" who understands all the many nuances of investing and taxes, Dave is really "that guy" and we feel lucky to have found him.

Jason D.

5/5

Dave at Capital Edge Financial Planning has been a breath of fresh air to deal with. Very knowledgeable, professional and extremely customer service driven....Great Job Dave!!!!

Marilyn C.

5/5

Dave has been my financial advisor for over 20 years. He did an excellent job of managing my RSP and RIF funds. I was very happy with my investment profits and his professionalism and would highly recommend his team to anyone looking for an honest and knowledgeable advisor.

JBino

5/5

Dave was very patient in understanding our situation before working on financial models and projections. If you are looking for a financial planning professional, he should be on your consideration list.

Melanie D.

5/5

Dave was amazing in helping us find a great group benefit plan and was very patient getting us all setup. Would definitely recommend!

Ley T.

5/5

Dave was very helpful and made the process of setting up me and my husband's life insurance easy. He and his assistant were thorough, professional, and followed up quickly and courteously. We're very glad we used his services and would recommend him to others in a heart beat!