Mabee & Associates Private Wealth Management - JENNIFER MABEE, CFP RRC CFDS - Lindsay, Ontario

Mabee & Associates Private Wealth Management - Jennifer Mabee, CFP, RRC, CFDS

Adresse: 344 Logie St, Lindsay, ON K9V 0N4, Canada.

Téléphone: 7058783530.

Site web: mabeeandassociatespwm.com.

Spécialités

Conseiller financier.

Autres données d'intérêt

Parking accessible en fauteuil roulant.

Avis

Cette entreprise a 3 avis sur Google My Business.

Avis moyen: 5/5.

Caractéristiques

En tant que entreprise de gestion de patrimoine privée, Mabee & Associates Private Wealth Management propose des services de conseil financier aux particuliers et aux entreprises. L'entreprise est dirigée par Jennifer Mabee, qui possède des certifications professionnelles en conseil financier (CFP), en gestion de patrimoine (RRC) et en conseil financier des valeurs mobilières (CFDS).

Ubicación

L'entreprise est située à Lindsay, en Ontario, au Canada.

Informations recommandées

Si vous cherchez un conseiller financier fiable et expérimenté, Mabee & Associates Private Wealth Management est une option à considérer. N'hésitez pas à contacter l'entreprise pour obtenir plus d'informations sur ses services et ses certifications professionnelles.

👍 Avis de Mabee & Associates Private Wealth Management - JENNIFER MABEE, CFP RRC CFDS

Alex C.

5/5

Jennifer and her team are amazing. Yes you could go to a bank and get financial advice, but you will never get the next level treatment that IG provides. They, proactively manage your portfolio, ensuring that your investments are being managed appropriately to you, and changing as your life plan does. They also provide overall life plan advice such as key life insurance options that are right for you and your family. Not to mention the many other perks their team provides on the side. I’ve seen the amazing results first hand as my portfolio continues to grow beyond my expectations with their help. You aren’t just an account number with IG, you are valued client and it shows.

Liz G.

5/5

Jennifer Maybe is a wonderful advisor. She takes the time to listen and advises headed on our needs.

Val H.

5/5

Jennifer was as usual well prepared and explained the strategies to be implemented very clearly to me