IG Private Wealth Management - Ben Osmond, B MGT ACCT CFP - Lethbridge, Alberta

Adresse: 4079 4 Ave S, Lethbridge, AB T1J 4B5, Canada.
Téléphone: 4033282600.
Site web: osmondfindlay.ca
Spécialités: Conseiller financier.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant.
Avis : Cette entreprise a 12 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de IG Private Wealth Management - Ben Osmond, B MGT ACCT CFP

IG Private Wealth Management - Ben Osmond, B MGT ACCT CFP

Adresse : 4079 4 Ave S, Lethbridge, AB T1J 4B5, Canada.

Téléphone : 4033282600.

Site web : osmondfindlay.ca.

Spécialités

  • Conseiller financier.

Autres données d'intérêt

  • Entrée accessible en fauteuil roulant,
  • Parking accessible en fauteuil roulant.

Avis

Cette entreprise a 12 avis sur Google My Business.

Avis moyen : 5/5.

IG Private Wealth Management, dirigé par Ben Osmond, B MGT ACCT CFP, est un cabinet de conseil en richesse privée qui s'est distingué par son excellente prestation de services. Avec une expertise reconnue dans le domaine de la gestion financière, le cabinet offre des conseils personnalisés pour aider ses clients à atteindre leurs objectifs financiers.

Installé à Lethbridge, en Alberta, Canada, le cabinet bénéficie d'une situation géographique stratégique et d'une accessibility pour les personnes à mobilité réduite. Cela permet aux clients de bénéficier des services sans obstacles.

Les clients de Ben Osmond témoignent de son excellence et de son engagement envers la réussite financière de ses clients. Un conseiller financier d'exception, Ben met en œuvre des stratégies financières adaptées à chaque situation, prenant en compte les besoins et les objectifs spécifiques de ses clients. Les résultats parlent d'eux-mêmes, comme le montrent les 5 étoiles accordées en moyenne par les avis clients sur Google My Business.

Les services proposés par le cabinet IG Private Wealth Management incluent une gamme complète de services financiers, allant de la planification financière à la gestion d'actifs, en passant par la préparation de l'épargne pour la retraite et la planification successorale. La spécialité de Ben Osmond réside dans l'attention portée à chaque détail pour offrir des stratégies financières adaptées et durables.

👍 Avis de IG Private Wealth Management - Ben Osmond, B MGT ACCT CFP

IG Private Wealth Management - Ben Osmond, B MGT ACCT CFP - Lethbridge, Alberta
Jeff M.
5/5

Ben is an amazing financial consultant. We have been dealing with Ben for just about 4 years and he has done an incredible job with our portfolio. I would highly recommend him to anyone I know with the utmost confidence.

IG Private Wealth Management - Ben Osmond, B MGT ACCT CFP - Lethbridge, Alberta
Nicole E.
5/5

Ben is a wonderful financial advisor with a great amount of financial experience and knowledge. Aside from managing my investments, he has been able to answer any and all of my tax questions and concerns, and has been not only able to grow my investments, but to save me money as well. He has been available almost any time of the day/evening for meetings and questions, and is always willing to offer advice and help. I wouldn't take my money anywhere else!

IG Private Wealth Management - Ben Osmond, B MGT ACCT CFP - Lethbridge, Alberta
Peter S.
5/5

Since we had the opportunity to move our investments with Beni, it has proven to be the best financial decision we’ve ever made. He provides the strategies for our retirement goals. Ben keeps us informed when markets are changing and keeps us calm. He has earned our trust and confidence because he understands finance and world economics..Ben is motivated and loves what he does. Truly a nice guy.

IG Private Wealth Management - Ben Osmond, B MGT ACCT CFP - Lethbridge, Alberta
Linda H.
5/5

Ben provided advice to us for our estate financial plan. He did a thorough analysis of the all of our information and then gave us several options and scenarios for consideration. We were very pleased with Ben's service. I would not hesitate to recommend him for anyone seeking financial planning.

IG Private Wealth Management - Ben Osmond, B MGT ACCT CFP - Lethbridge, Alberta
Suzanne M.
5/5

Ben is passionate, authentic and professional. He helped us with how to take step 1 of financial planning. The time and patience he showed us with how to get started with investments saved us thousands in fees in the first year by showing us a variety of products and scenarios. Time well spent and we are thankful for Ben being with us each step.

IG Private Wealth Management - Ben Osmond, B MGT ACCT CFP - Lethbridge, Alberta
Matt C.
5/5

Ben Osmond is a clear communicator who listens well and answers questions in a way that is easy to understand. I would recommend him as a financial advisor and investment broker to anyone.

IG Private Wealth Management - Ben Osmond, B MGT ACCT CFP - Lethbridge, Alberta
Tracy H.
5/5

I highly recommend Ben for all your financial planning needs. He treats my young adult kids just starting out with the same care and attention he provides my husband and I.

IG Private Wealth Management - Ben Osmond, B MGT ACCT CFP - Lethbridge, Alberta
Josh H.
5/5

Ben is the best! Him and his team are the only ones I trust with my investments.

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