Rob Maudsley | Solomon Financial | Sylvan Lake, AB - Sylvan Lake, Alberta

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Présentation de Rob Maudsley | Solomon Financial

Rob Maudsley, associé à Solomon Financial, est un professionnel de la finance établi à Sylvan Lake, en Alberta, Canada. L'entreprise, dont le siège social est situé au 110 Pelican Pl #201, Sylvan Lake, AB T4S 1K2, offre une gamme complète de services financiers personnalisés pour répondre aux besoins de ses clients. Solomon Financial s'est rapidement imposé comme un acteur de confiance dans la région grâce à son approche centrée sur le client et à l'expertise de son équipe.

Spécialités et Services Offerts

Solomon Financial propose un éventail de services financiers, notamment :

Conseiller financier : Rob Maudsley, en tant que conseiller financier, accompagne ses clients dans la définition de leurs objectifs financiers à long terme.
Courtier en placement financier : L’entreprise propose des solutions d’investissement variées, adaptées au profil de risque et aux aspirations de chaque client.
Audit financier : Une analyse rigoureuse de la situation financière des entreprises est réalisée pour assurer la conformité et optimiser la performance.
Planificateur financier : La planification financière est au cœur des activités de Solomon Financial, permettant une gestion efficace des revenus, des dépenses et des investissements.
Agence d'assurance et Courtier d'assurances : L’entreprise propose une gamme d'assurances pour protéger les biens et les personnes.
Société d'investissement et Conseil en investissement : L'équipe d'investissement conseille sur les meilleures stratégies d'investissement pour atteindre les objectifs financiers.

Informations Pratiques et Accessibilité

Pour faciliter l’accès à Solomon Financial, l’entreprise met à disposition les informations suivantes :

Téléphone : 587-438-8358
Site web : solomonfinancialsylvan.ca
Adresse : 110 Pelican Pl #201, Sylvan Lake, AB T4S 1K2, Canada
Accessibilité : Un parking accessible en fauteuil roulant est disponible sur place. Des toilettes sont également à disposition des clients.

L’entreprise bénéficie également d’une excellente réputation, attestée par 20 avis positifs sur Google My Business, avec une note moyenne de 5/5. Ces commentaires témoignent d'une écoute attentive, d'une patience exemplaire et d'une capacité à apporter une réelle valeur ajoutée aux clients.

Ce Qui Fait la Différence

L'approche de Rob Maudsley et de l'équipe de Solomon Financial se distingue par plusieurs éléments clés. Il est reconnu pour sa patience et sa capacité à adapter ses conseils aux besoins spécifiques de chaque client, même en période de forte activité. Il ne se contente pas de proposer des solutions, mais prend également le temps d'éduquer ses clients sur les enjeux financiers et les différentes options disponibles. L'entreprise semble également valoriser la relation de confiance avec ses clients, privilégiant une communication ouverte et transparente.

Recommandation Finale

Si vous êtes à la recherche d’un conseiller financier fiable, compétent et attentif, nous vous recommandons vivement de contacter Rob Maudsley et Solomon Financial. Pour en savoir plus sur leurs services, découvrir leurs stratégies d’investissement et prendre rendez-vous, nous vous invitons à visiter leur site web : solomonfinancialsylvan.ca. N'hésitez pas à les contacter directement pour discuter de vos objectifs financiers.

👍 Avis de Rob Maudsley | Solomon Financial | Sylvan Lake, AB

Carsyn N.

5/5

Rob has been nothing but short of amazing to work with. If we could give him more than 5 stars we would. Our lives are incredibly busy, and during the process of working with Rob we had some family changes that brought on even more "busy." He was beyond patient with us, never pushed us, and gave me helpful reminders from time to time (which I needed.) Working with Rob not only helped us financially, but he gave us so much more education than we had. We have walked away with a lot more understanding, and grateful once again for his patience. We cannot recommend working with Rob enough.

Darryl K.

5/5

So, a couple of years ago I had a falling out with my financial advisor at the time and he unexpectedly dropped me as a client. That left me with trying to find a financial advisor to sell off my non registered account(empire life) so I could pay off an investment loan in which the interest rate was increasing to a point where I could no longer afford the interest payment. Long story short, after multiple phone calls to empire life they finally found someone to do this for me. That person was Rob.
I had to wait until this month(once the funds in the account were above the value of the loan) to be able to pay off the investment loan. From start to finish of this ordeal Rob was in contact with me giving me updates on the value of the fund. If I emailed him to see how things were progressing I always got a response within a day or two.
He contacted me about 2 weeks ago to inform me that the funds could be sold and the loan paid off. I was honestly surprised that he was, in the background, watching my investments for the right time to sell. Also, I'll mention, I have had no investments with him, ever!
After my previous advisor dropped me I had already found an investment company (edward jones) before Rob was given the task of helping me. My advisor at edward jones could not sell the empire life funds for me because they do not deal with empire life.
It was amazing to me that Rob really did not have to put in the effort he did to look after me as I was not even a client of his. He was asked, I'm assuming, by Empire Life to do this for me.
If things ever go badly with my current advisor I have no reservations about moving my investments over to Rob. He definitely went above and beyond for me. Thanks again Rob!!

Cookie Q.

5/5

Rob is wonderful to work with. He is knowledgeable in a vast array of areas and follows up promptly with all communication. He treats his customers with the upmost respect. I highly recommend Rob for your insurance and financial needs.

R N.

5/5

I am so impressed with Rob at Solomon Financial. He is thorough, organized, and very knowledgeable about helping me steward my money. I have been going through a challenging divorce and he has helped me refocus and plan for the future in a way that supports my short term and long term goals. He came as a recommendation from a trusted friend and I am so thankful he has helped me get on track. I highly recommend anyone who was financial goals to reach out to him.

Kaitlyn S.

5/5

Rob is amazing to work with. As a newcomer to financial planning I felt we moved at my pace and Rob never rushed us. He explained concepts that were new to me well and I felt that my meager financial picture still mattered to him. Thanks Rob!

Dustin S.

5/5

We had the pleasure of working with Rob Maudsley, and cannot fully express how beneficial it has been for us, he has truly set us on a path for success. He is so full of information and when he is unsure, the team at Solomon are there to give expertise in those areas. We have never had to wait for response for anything, and everything has been laid out and presented in such an easy to understand and straightforward way. If you’re like me and are below average at keeping your information straight and organized, Rob is your man. He always keeps track of everything discussed and sends summaries in email for reference along with friendly reminders when we forget to do our part. We feel confident in our financial future more than ever before thanks to Rob and the team at Solomon, I look forward to our ongoing relationship and can’t wait to see where it leads. We would recommend the services they provide to anyone who is looking to take control of their finances and have a better plan for the future. Thanks Rob Maudsley for all the hard work you have put in with us, we feel very lucky to have you on our side.
Dustin and Kadyn Schmidtke.

Wendy C.

5/5

I am so pleased to have the opportunity to share about Rob Maudsley at Solomon Financial. He is a man full of passion for helping people along their financial journey and enhancing their overall quality of life. He loves what he does and works closely with other advisors to ensure that the absolute best financial advice and insurance options are provided for every individual and family. Their level of knowledge and expertise is exceptional and I would highly recommend reaching out to Rob who will take the time to listen, understand your concerns, and thoroughly go over your personal &/or family profile. My experiences with him have shown me his heart as well as his honesty and integrity. There is absolutely no doubt in my mind that Rob and the team at Solomon Financial can be trusted in every way to work with you for a great future!

Taylor M.

5/5

Solomon Financial has done so much for us. I happened upon them through my business insurance and that’s how I met Rob. After doing the introduction meeting, and him answering every question we had(and there were a lot) we were certain we wanted to move forward with investments and life insurance. I take pride in my reachability with my business and Rob is just the same! Always just a call or even text away to answer any questions or help navigate something we didn’t understand! I highly recommend him for everything Solomon financial has to offer.