National Wealth Management - Halifax, Nova Scotia

National Wealth Management - Un guide détaillé

National Wealth Management est une entreprise de gestion de patrimoine située à Halifax, au Canada. Basée à l'adresse 1959 Upper Water St Suite 1301, Halifax, NS B3J 3N2, Canada, National Wealth Management propose des services de planification financière et de conseil pour aider ses clients à atteindre leurs objectifs financiers à long terme. Leur numéro de téléphone est le 9024292696 et leur site web est nationalwealth.ca.

Spécialités : National Wealth Management se spécialise dans la planification financière et le conseil financier. Les services fournis incluent des rendez-vous en ligne, des services sur place, une entrée accessible en fauteuil roulant, un parking accessible en fauteuil roulant, des toilettes accessibles en fauteuil roulant, des toilettes et des rendez-vous recommandés. Le parking est également couvert et payant.

Avis : National Wealth Management a reçu 10 avis sur Google My Business. Leur avis moyen est de 5/5. Les avis positifs soulignent l'expertise, la compassion et la fidélité avec laquelle National Wealth Management traite ses clients. Certains clients apprécient également la capacité de l'entreprise à comprendre et répondre aux besoins spécifiques de chaque client.

National Wealth Management a su se démarquer par son approche personnalisée et sa capacité à établir une relation de confiance avec ses clients. L'entreprise a prouvé qu'elle est à l'écoute de ses clients et qu'elle est prête à aller au-delà de l'attente pour les aider à réussir financièrement. En somme, National Wealth Management est une excellente option pour ceux qui cherchent un conseiller financier expérimenté et attentif.

👍 Avis de National Wealth Management

Kelly B.

5/5

Our Financial advisor, Todd Ellis, has been guiding us now for almost 30 years. To say we trust him is an understatement. And I, quite frankly, trust almost no one. He is smart and practical and long-sighted and compassionate and funny. Todd took us on when we felt too 'poor' to have a financial advisor (Weren't they for rich people?). But he was just what we needed. He understands our life as a clergy couple, and there is something that feels 'faithful 'in the way he assists us with our finances. We are grateful to him beyond words.

Ashley E.

5/5

I have had great service from Martin Langille at National Wealth Management. From the beginning of our working relationship, he took the time to understand my financial goals and help me plan for the future. The guidance and advice I received about my investment strategy, retirement planning, tax information, and budgeting has made me feel confident and comfortable with my decisions. Martin ensures I fully understand my options before making any decisions. I feel financially secure and optimistic about my future financial strategy because I have a trustworthy and professional financial advisor that I highly recommend.

Jack T.

5/5

My experience with National Wealth Management has been exceptional. I have been able to receive constant support from Todd Ellis, who has been a consistent supporter of my personal and business endeavors. Any changes I have wanted to make to my accounts have been able to be made in a simple and streamlined way thanks to Joel Klaus primarily. I have had an exceptional experience with National Wealth Management, and their engagement and investment in their clients' success are outstanding.

Catherine G.

5/5

My association with National Wealth Management began before the name was set! Todd Elis has been an invaluable guide and mentor over nearly twenty years. His patience with this neophyte investor has been remarkable. Because of Todd's skill I have been able to retire with confidence. Initially meeting in person at least three times a year we have been able to meet on-line in a comfortable manner.
The staff Todd has assembled is efficient and caring and that too is a major source of confidence.
On a personal level, Todd has been a compassionate listener when life interrupts and I am grateful for that gift.

Mona

5/5

Todd and National Wealth Management have played the major role in my financial and long range plans for future preparedness. There is great reassurance in his guidance, his knowledge, his detailed explanations and his ability to relate to his clients. Todd has been a dependable source of support, which I value and trust implicitly.

Mary M.

5/5

Todd Ellis at National Wealth Management has helped me tremendously with all my financial questions. His advice on investments and managing them for me have given me great peace of mind. I highly recommend Todd Ellis and the National Wealth Management team.

Wendy T.

5/5

Todd Ellis has been our financial advisor for 15 years and he has listen to what our future goals were and helped/guided us through out the process and kept us on track, so that our goals became a reality. We thanks you.

Theresa T.

5/5

I am so pleased with the help, guidance and 'education' I have received from Todd Ellis and the National Wealth team. I am learning a lot and, also, confident and relieved that I have a financial advisor who is watching out for my best interests.