Chuck Vint SunLife Financial Services - St Thomas, Ontario

Chuck Vint SunLife Financial Services

Chuck Vint SunLife Financial Services est une entreprise spécialisée dans les services financiers. L'entreprise est basée à l'adresse 9 Princess Ave Unit 3, St Thomas, ON N5R 3V3, Canada et peut être contactée par téléphone au 519-637-1067. En ce qui concerne les spécialités de l'entreprise, Chuck Vint SunLife Financial Services propose des services de planification financière.

Outre ces spécialités, l'entreprise propose également des services pour les personnes en fauteuil roulant: entrée accessible, parking accessible, toilettes accessibles et toilettes. Il est recommandé de prendre un rendez-vous avant de se rendre à l'entreprise.

Sur Google My Business, l'entreprise a 12 avis et possède une note moyenne de 4,9/5.

Chuck Vint SunLife Financial Services est connu pour offrir un service personnalisé et personnalisé. Il est particulièrement apprécié pour sa disponibilité et sa capacité à expliquer les choses clairement pour les clients peu expérimentés dans les investissements. De nombreux clients recommandent Chuck pour les services d'investissement et d'assurance.

👍 Avis de Chuck Vint SunLife Financial Services

Guy V.

5/5

Chuck has been a big asset for us as we plan for our retirement in 4 years time. Chuck is very easy to talk to and seems to be genuinely invested in our future success. We can't always meet with him during regular business hours and he is very accommodating in this regard. He explains things well for us as we are not necessarily the most savvy investors and helps us navigate our way through. I highly recommend Chuck if you're looking for very personalized service for investments and insurance.

Teresa W.

5/5

Chuck has been very helpful with our retirement and estate planning. He has been pro-active by preparing multiple plan options and demonstrating the various outcomes for the different plans, which has been very helpful in determining our retirement route and goals. Meetings are organized and well prepared. We never feel rushed during a meeting and Chuck satisfactorily answers any questions that we have. Thank you Chuck for helping us feel secure in our retirement decisions!

Mena B.

5/5

Chuck has been an excellent advisor for us. We have found his presentations to be very understandable and professional and would not hesitate to recommend him as a financial advisor.
Great job Chuck.

Janice W.

5/5

I recently had the opportunity to work through my retirement plan with Chuck. With his vast knowledge and experience, he was able to guide me to a better retirement position. With his very detailed computer program, we were able to work through a few scenarios, finding the best one to suit my needs. I would highly recommend Chuck to assist you in your total financial planning package.

Mike D.

5/5

I would not hesitate to recommend Chuck to family and friends. In fact I have already done so a number of times. His ability to analysis one's current financial position, develop financial strategies and goals, and to present and explain it all in terms easily understood is exactly what I needed. Thanks to Chuck and his staff for helping us develop confidence in our financial future.

rob M.

5/5

Thank you Chuck for your common sense approach to understand ones financial needs. Wether its debt management, protecting ones investment, or saving for the future, you know how to address it all. Every mutual client we have has been extremely happy with what you've been able to help them with. Looking forward to working with you again in 2017.

Matt L.

5/5

I came to see chuck with no knowledge of investments
at all, he was great on explaining to me what he was doing and the direction I'm heading. What a great help!

John G.

5/5

Chuck Vint and his staff are great people to deal with! Chuck actually cares about his clients and that is so hard to find these days!