Serviss Wealth Management - Kelowna, British Columbia

Serviss Wealth Management

Adresse: 1726 Dolphin Ave #702, Kelowna, BC V1Y 9R9, Canada.

Téléphone: 7784841435.

Site web: servisswealth.com.

Specialités

Conseiller financier.

Autres données d'intérêt

Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes, Rendez-vous recommandés.

Avis

Cette entreprise a 12 avis sur Google My Business.

Avis moyen: 5/5.

Caractéristiques

Le Serviss Wealth Management est une entreprise de conseil financier qui offre des services de conseil et de gestion de patrimoine aux particuliers et aux entreprises. L'entreprise est dirigée par Dustin et son équipe, qui sont connus pour leur expertise et leur aide personnalisée dans la gestion de l'argent et des investissements.

Ubication

L'entreprise est située à Kelowna, en Colombie-Britannique, au Canada.

Informations recommandées

Une personne qui cherche un conseiller financier peut contacter le Serviss Wealth Management pour obtenir des informations et des conseils personnalisés sur la gestion de son patrimoine et ses investissements.

👍 Avis de Serviss Wealth Management

Jill F.

5/5

Dustin and his team have helped us set up our life insurance and also has been super helpful with advice and direction in other areas and opportunities. In the future, we are really looking forward to having them help us with our investments when the time arises. You can tell Dustin genuinely cares and is passionate about what he does making every interaction personal whether by phone, email or in person.

Paola K.

5/5

Previous experiences with advisors left me with the impression that the priority was making money by pushing the products they were selling, rather than my financial interests.
I began looking for a female financial adviser and was referred to Meghan through Lawyers Financial. She gave clear and concise advice and challenged me to reconsider some of my beliefs about insurance. Meghan and Dustin are extremely generous with their time and were so patient in educating me.
Most importantly, I always felt like the priority was my wealth and what was in our family's best interests.

Melissa S.

5/5

Meghan and Dustin were a great help in educating me and assisting me with creating a plan to match my goals. I would recommend working with the team, they are the first financial planners I felt actually listened to me and provided feedback on what would be best for me as opposed to what would make them the most money. I appreciate and recommend working with their team.

Jeff K.

5/5

I have been a client of Serviss Wealth Management for years now. Dustin and his team have always provided me with sound and unbiased advice through multiple business purchases and sales, personal/family planning and have given me a road map that I am confident will lead to financial freedom. Its seeing the big picture and dealing with multiple strategies to accumulate wealth that has made the difference for me and makes me look forward to working with this team for many years to come!

Chris S.

5/5

I met with Dustin to renew my life insurance policy this morning. He took the time to explain different options, was efficient, and lowered the monthly cost. Highly recommend giving him a call!

Anthony B.

5/5

I've been working with Dustin for years. I trust with his constant desire for new education, I'm getting the most up to date info for my insurance and investment needs. Great staff to!

Alyssa R.

5/5

Everything is always clearly explained to me in plain terminology that ensures I understand exactly what I'm getting. Unique options are offered that I never knew existed but are often being suggested because they would be a good fit for our planning. Meaning, they are also listening and learning who we are and what matters to us quite well in order to make suggestions that are of value to us.

Matthew L.

5/5

Meghan is very knowledgeable and was a pleasure to work with. I highly recommend her and the rest of the team at Serviss Wealth