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SWAN Wealth Management, Raymond James Cross-Border Financial Advisors - Kelowna, British Columbia

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 1499 St Paul St Suite 1000, Kelowna, BC V1Y 6P1, Canada.
Téléphone: 2509792744.
Site web: swanwealthcoaching.com
Spécialités: 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 8 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de SWAN Wealth Management, Raymond James Cross-Border Financial Advisors

SWAN Wealth Management, Raymond James Cross-Border Financial Advisors 1499 St Paul St Suite 1000, Kelowna, BC V1Y 6P1, Canada
☎️2509792744

⏰ Horaires d'ouverture de SWAN Wealth Management, Raymond James Cross-Border Financial Advisors

  • Lundi: 06:30–16:30
  • Mardi: 06:30–16:30
  • Mercredi: 06:30–16:30
  • Jeudi: 06:30–16:30
  • Vendredi: 06:30–16:30
  • Samedi: Fermé
  • Dimanche: Fermé

SWAN Wealth Management

Raymond James Cross-Border Financial Advisors

situada en 1499 St Paul St Suite 1000, Kelowna, BC V1Y 6P1, Canada, esta empresa se destaca por ofrecer servicios de consejería financiera de alta calidad a sus clientes.

Con una experiencia profesional en el mercado, SWAN Wealth Management brinda asesoramiento financiero personalizado y estratégico para ayudar a sus clientes a alcanzar sus objetivos financieros.

Los expertos de esta empresa están capacitados para abordar una amplia gama de necesidades financieras, desde la planificación financiera hasta la gestión de patrimonios.

SWAN Wealth Management cuenta con una reputación sólida basada en la confianza de sus clientes y su compromiso con la excelencia.

Especialidades

  • Conseiller financier

La empresa ofrece servicios de consejería financiera personalizada para cada uno de sus clientes, con el objetivo de entender sus necesidades individuales y desarrollar estrategias financieras adaptadas.

Además, SWAN Wealth Management dispone de un equipo de expertos capacitados y experimentados que trabajan estrechamente con sus clientes para asegurarse de que sus necesidades financieras estén siempre cubiertas.

Información de contacto

Téléphone: 2509792744

Site web: swanwealthcoaching.com

La empresa está ubicada en Kelowna, BC, Canadá, lo que la hace fácilmente accesible para quienes necesitan asesoramiento financiero en la región.

Además, ofrece una entrada accesible en fauteuil roulant, parking accesible en fauteuil roulant, toilettes accessibles en fauteuil roulant y toilettes, lo que facilita la visita de personas con movilidad reducida.

Avisos

Esta empresa ha obtenido 8 avisos en Google My Business, lo que demuestra su compromiso con la satisfacción de sus clientes y su dedicación a brindar servicios de alta calidad.

Con un avis medio de 5/5, los clientes de SWAN Wealth Management expresan su satisfacción con los servicios de asesoramiento financiero que ofrece la empresa.

Características

Entrada accesible

  • En fauteuil roulant

Parking accesible

  • En fauteuil roulant

Toilettes accessibles

  • En fauteuil roulant

Toilettes

  • Disponibles para los clientes

Rendez-vous recomendados

  • Para personas con movilidad reducida

Qué decir sobre SWAN Wealth Management

Esta empresa es una excelente opción para aquellos que buscan asesoramiento financiero personalizado y confiable.

Con su equipo de expertos capacitados y su compromiso con la excelencia, SWAN Wealth Management está equipada para ayudar a sus clientes a alcanzar sus objetivos financieros.

No dudes en contactar a SWAN Wealth Management para obtener más información y empezar a construir tu futuro financiero con éxito.

👍 Avis de SWAN Wealth Management, Raymond James Cross-Border Financial Advisors

SWAN Wealth Management, Raymond James Cross-Border Financial Advisors - Kelowna, British Columbia
Zhenni W.
5/5

We are so grateful and cannot say enough positive things about Swan Wealth Management. We were in an extremely stressful time in our lives, trying to sort through the logistics of an international move to Canada, with assets and retirement accounts in the US. There was lots of confusing/conflicting information to sift through on the internet, plus time-sensitive financial tasks that needed to be completed before crossing to minimize one's tax burden. First, even before you meet anyone at the firm, Swan Wealth's website is incredibly helpful. Rather than other firms that try to abscond information, Swan Wealth is very open with sharing knowledge that is readily available but otherwise difficult to find in an organized and understandable way on the internet. The website is detailed, accurate, organized, reliable, aimed to educate people to become more financially savvy with cross-border moves. They are really trying to partner with clients to help them make sound financial decisions for their future. The team at Swan Wealth are extremely experienced and generous with sharing their knowledge. When we met with Tiffany, she was so kind, knowledgeable, and really helped us focus on our needs. It is a mark of their company's honesty that no one tried to sell us any financial products, but rather helped us learn what made the most sense for our situation. Thank you so much, Tiffany and the rest of the team at Swan Wealth, for helping us minimize stress during a huge transition in our lives!

SWAN Wealth Management, Raymond James Cross-Border Financial Advisors - Kelowna, British Columbia
Kara J.
5/5

My husband and I have worked with SWAN Wealth Management as our financial advisors for almost 15 years. The level of customer service from John and Tiffany is impeccable and they offer much more than just investment advice. They have provided us with opportunities to learn more about other aspects of wealth management, such as education, estate and tax planning. We have the utmost in confidence and trust in John and Tiffany and their experience and expertise to help us achieve our financial goals.

SWAN Wealth Management, Raymond James Cross-Border Financial Advisors - Kelowna, British Columbia
Susan J.
5/5

I have had a great experience with SWAN Wealth Management and my advisor John Woodfield. I do "Sleep Well At Night" knowing that my nest egg is in good hands. It has been at least 20 years that John has managed my money and he has done very well for me. Very highly recommended.

SWAN Wealth Management, Raymond James Cross-Border Financial Advisors - Kelowna, British Columbia
Jennifer R.
5/5

I reached out to Swan as I had questions regarding our family's unique cross border situation (where one of us is employed in the USA and the other in Canada). I was put in contact with Tiffany Woodfield. She was insightful, friendly and very knowledgeable about the questions and concerns I had. I felt that she was attentive and asked the right questions, in order to to best advise me on my inquiries. I would highly recommend Swan Wealth Management.

SWAN Wealth Management, Raymond James Cross-Border Financial Advisors - Kelowna, British Columbia
Gary V.
5/5

My initial consultation with Tiffany was very helpful. Tiffany and her team are well versed on cross-border financial planning services and are an excellent resource for any dual citizen looking to learn more about their finances and related tax obligations. Strongly recommended.

SWAN Wealth Management, Raymond James Cross-Border Financial Advisors - Kelowna, British Columbia
S R.
5/5

I've had my accounts with John for many years and he has consistently provided knowledgeable and professional service, making himself available to discuss any market or account questions I have. He and his incredible team have hosted numerous education seminars over the years, which have always proven to be very informative and helpful. It's hard to trust other people with your money, but with John and the SWAN team, I sleep well at night knowing they are working hard to get top results.

SWAN Wealth Management, Raymond James Cross-Border Financial Advisors - Kelowna, British Columbia
Mary S.
5/5

I relocated back to Canada from the US a year and a half ago. I was blessed to find John and Tiffany Woodfield at SWAN. They assisted me to navigate the financial implications of the move and have competently directed and managed my investments going forward. They have consistently treated me with kindness and respect while supporting me through the myriad cross border tax implications of holding investments in Canada and the US. During these times of uncertainty, I am particularly grateful for their advice and counsel.

SWAN Wealth Management, Raymond James Cross-Border Financial Advisors - Kelowna, British Columbia
M R.
5/5

john has been our financial advisor for over 25 years ,we cannot praise him enough and is much more than advisor to my self and my wife and now both my sons are his new clients we have full confidence in john and sleep easy at night knowing he looks after our investments ,we highly recommend swan wealth management

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