Davlyn Financial Services Inc. - Cambridge, Ontario

Adresse: 1730 Bishop St N #3, Cambridge, ON N1T 1N5, Canada.
Téléphone: 5196511246.
Site web: davlynfinancial.com.
Spécialités: Conseiller financier.
Autres données d'intérêt: Rendez-vous en ligne, Services sur place, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes.
Avis : Cette entreprise a 38 avis sur Google My Business.
Avis moyen: 5/5.

Emplacement de Davlyn Financial Services Inc.

Davlyn Financial Services Inc. est une entreprise spécialisée dans le conseil financier, située à « 1730 Bishop St N #3, Cambridge, ON N1T 1N5, Canada ». Vous pouvez les contacter par téléphone au « 5196511246 » ou visiter leur site web davlynfinancial.com.

Cette entreprise offre des rendez-vous en ligne, des services sur place, un accès au stationnement pour les fauteuils roulants et des toilettes accessibles en fauteuil roulant. Ils disposent également de toilettes supplémentaires pour répondre aux besoins de tous les clients.

Davlyn Financial Services Inc. a obtenu une excellente réputation auprès de ses clients, avec un « avis moyen de 5/5 » sur la base de « 38 avis » sur Google My Business. Les clients apprécient leur professionnalisme, leur expertise et leur engagement à fournir des conseils financiers personnalisés et de haute qualité.

En termes de caractéristiques, Davlyn Financial Services Inc. se distingue par son approche centrée sur le client, sa capacité à proposer des solutions financières sur mesure et son engagement envers l'excellence. Leur équipe de conseillers financiers expérimentés travaille en étroite collaboration avec chaque client pour comprendre leurs objectifs financiers et développer des stratégies pour les atteindre.

En ce qui concerne l'emplacement, l'entreprise est située dans un endroit pratique et facile d'accès, avec un stationnement disponible pour les fauteuils roulants. Les clients peuvent également prendre rendez-vous en ligne ou se rendre sur place pour bénéficier de leurs services.

Avis de Davlyn Financial Services Inc.

Davlyn Financial Services Inc. - Cambridge, Ontario
Kelly Lambert
5/5

I’ve recently transferred over to David and am very happy. David is very knowledgeable and professional. He is very thorough, responds quickly, explains everything at my level and always wants to be sure I understand.

Planning for retirement can become stressful especially when retirement is close. David has helped to lessen that stress

I look forward to what the future may bring

Davlyn Financial Services Inc. - Cambridge, Ontario
Donna Jantzi
5/5

My experience with Davlyn Financial has been excellent! David takes the time to actively listen to your personal needs and educate you what makes the most sense for your lifestyle or your future goals. David makes you feel like family and takes a keen and authentic interest in getting to know you, your family, and your passions.
David is very warm and thoughtful and will go out of his way to provide support in areas out of scope if he knows it will help you. I highly recommend David and team!

Davlyn Financial Services Inc. - Cambridge, Ontario
Bruce
5/5

Davlyn Financial have been provided a amazing service for us for 15 years. David takes the time to fully explain any transactions and has a impressive knowledge of the market and the financial world. We have total faith in the Davlyn team and highly recommended their service to anyone that wants a personal and successful service.

Davlyn Financial Services Inc. - Cambridge, Ontario
Janeen Wilson
5/5

Our family has been working with David and his staff for many years and we have been very happy. David is extremely knowledgeable and explains all of our options and makes sure we understand the details. We like the fact David checks in every 3 months to review everything with us and make any changes necessary. He has also contacted us in between meetings if he thinks something should be moved or changed. David and his staff always respond promptly to any questions or concerns we might have. We highly recommend David and his staff to help you reach your financial goals.

Davlyn Financial Services Inc. - Cambridge, Ontario
Trevor Chandler
5/5

After a long time with a large firm, and a series of revolving door financial planners, the search began for a local and more permanent solution. Word of mouth led me quickly to David. Right from the get go I knew I was onto something, our meetings being low key and productive. He walked me through a variety of services and options, some of which were unknown to me. I've been with Davlyn only a short time now, but already know that I made the right choice coming to them, not to mention the attention to detail and the friendly, personal touch you get when someone's minding the store.

Davlyn Financial Services Inc. - Cambridge, Ontario
blanche blancher
5/5

I am very impressed with Taylor and David from Davlyn Financial Services always very friendly, helpful and professional on the phone.
They promptly get back to you with their suggestions or advice.
I have not looked back since connecting with David. Thank you for such great service . Highly recommend anyone seeking financial advise to contact David or his staff.

Davlyn Financial Services Inc. - Cambridge, Ontario
Megan
5/5

David has been beyond helpful in getting me on the right track to accomplishing some major financial goals that I have. Our conversations are always enjoyable and very educational. The response time from his office is always quick and I never feel like a bother when I come up with another question for him. I will continue to use Davlyn Financial for all my investment needs and have recommended him to all my friends and family.

Davlyn Financial Services Inc. - Cambridge, Ontario
Lesley Wilson
5/5

I have been with David Reeve and Davlyn Financial for over 15 years. Since the beginning, David has counselled me on various investment instruments and has advised me on what suits my personal situation. No cookie cutter plans from David. He recommends varied investments for young clients just starting out and older adults who are thinking seriously about retirement. And David is not a ghost like some advisors. He schedules meetings every three months so he can keep close tabs on me and my needs. If he sees that one of my investments is lagging behind the others, he gets in touch with recommendations to tweak my funds. To say he goes above and beyond is an understatement. If you are looking for a seasoned professional who looks out for your best interests, I would enthusiastically recommend Davlyn Financial. They are exceptional!

Go up