Vancea Financial Group Inc. - Stratford, Ontario

Adresse: 216 Huron St, Stratford, ON N5A 5S8, Canada.
Téléphone: 5192753333.
Site web: vanceafinancial.com.
Spécialités: Planificateur financier.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes.
Avis : Cette entreprise a 33 avis sur Google My Business.
Avis moyen: 4.9/5.

Emplacement de Vancea Financial Group Inc.

5192753333

Le Groupe Financier Vancea Inc. est une entreprise spécialisée dans la planification financière. Vous pouvez les trouver à l'adresse 216 Huron St, Stratford, ON N5A 5S8, Canada. et les contacter par téléphone au numéro 5192753333. Leur site web, vanceafinancial.com, est une ressource utile pour en savoir plus sur leurs services.

L'entreprise dispose d'installations accessibles en fauteuil roulant, y compris une entrée, un parking et des toilettes adaptées. Cela démontre leur engagement à offrir un accès et des services équitables à tous les clients.

Le Groupe Financier Vancea Inc. a reçu un total de 33 avis sur Google My Business, avec une note moyenne de 4.9/5. Les avis positifs mettent en évidence la compétence et l'engagement de l'entreprise à offrir des solutions financières personnalisées à ses clients.

En tant que planificateur financier, Le Groupe Financier Vancea Inc. offre des conseils et des stratégies pour vous aider à atteindre vos objectifs financiers à long terme. Que vous planifiez votre retraite, investissiez dans l'immobilier ou cherchiez à gérer votre patrimoine, leur équipe de professionnels qualifiés peut vous fournir les conseils et le soutien dont vous avez besoin.

En plus de leur expertise en planification financière, Le Groupe Financier Vancea Inc. offre également des services de gestion de placements et d'assurance. Leur approche personnalisée vous permet de bénéficier d'une stratégie financière sur mesure qui tient compte de vos objectifs, de votre tolérance au risque et de votre situation financière unique.

Avis de Vancea Financial Group Inc.

Vancea Financial Group Inc. - Stratford, Ontario

Bob Gladding

5/5

Wonderful service from Mike Vancea and his assistant Kelitta. It is great to deal with someone I can trust to take care of my finances to ensure a comfortable retirement without financial worries.

Dave Cattrysse

5/5

Our experience with Mike Vancea at Vancea Financial Group has been top-notch. Working with Mike, we developed a financial plan to help us achieve our retirement goals. Mike provided personalized advice and guidance regarding investment options that match our risk profile. We have regular meetings with Mike to update our plan and investments as our needs and priorities change. We would definitely recommend Mike and his team for any financial planning and investment needs.

Dave and Sylvia Cattrysse

Paige Schweitzer

5/5

Alyson has been our advisor for years and is always a pleasure to speak with. She provides expert wealth management advice and always takes into consideration where we are at in our life and our goals going forward. We also appreciate that she accommodates meeting times in the evening so we aren’t taking time off work for meetings.

judy stanley

5/5

My husband Jim and I have been working with Alyson Kent for about 7 years. Alyson understands the needs of retirees, she is always quick to respond to our questions or needs. She is patient when explaining our investments and gives us the best advise for our investments needs. She is great and her assistance Nikki is great too!!

David MacLennan

5/5

Vancea Financial has handled both our personal and condominium corporation investments. Brian Cressman and Alyson Kent have been most helpful with our investment decisions and have offered valuable suggestions. They truly do get to know their clients and their needs.

Steven Burns

4/5

I have been a customer of Brian Cressman's for many years .
My experience of Brian and his staff is excellent .
Brian is very knowledgeable of the Markets , and has both short and long term vision , which is very helpful in making decisions to modify / adjust within my portfolio .

Tony Herlick

5/5

Brian has been a great advisor over the years. We have a great working and friendship. He is great at getting back to me if I have a question. Would highly recommend Brian to anyone.

Geena DeWeerd

5/5

My company worked with the team at Vancea to set up our GRSP. It was extremely straightforward with help from Gesi and Mike as to making the best plan selection for our team size and needs. With the plan rollout, Gesi was knowledgeable and easily answered the team's many questions to ensure all were confident in moving forward. I would highly recommend working with the Vancea team for your organization's financial needs.