Viner & Selig Wealth Management - New Minas, Nova Scotia

Viner & Selig Wealth Management est une entreprise située à l'adresse 8927 Commercial St, New Minas, NS B4N 3E1, Canada. Ils peuvent être contactés par téléphone au 9028376002 ou via leur site web vinerandselig.ca. Ils ont pour spécialités le conseil financier, le planification financière, les assurances, le conseil en investissement et les compagnies d'assurances-vie.

Caractéristiques et Services

• Entrée accessible en fauteuil roulant
• Parking accessible en fauteuil roulant

Viner & Selig Wealth Management a reçu 6 avis sur Google My Business avec une note moyenne de 5/5. Leurs services sont recommandés pour les personnes qui cherchent un conseiller financier expérimenté et professionnel.

Opinions

Plusieurs clients ont partagé leurs expériences positives avec l'entreprise. Par exemple, Shauna, membre de l'équipe, est décrite comme étant très compétente dans son travail et agréable à travailler avec. Elle est capable de comprendre les besoins de ses clients pour ensuite leur proposer des suggestions pertinentes pour leurs objectifs de retraite. Elle est également mentionnée pour être une excellente interlocutrice qui pose les bonnes questions pour bien comprendre les préférences de ses clients.

Résumé

Viner & Selig Wealth Management est une entreprise de conseil financier située à New Minas, au Canada. Avec une note de 5/5 sur Google My Business, ils sont connus pour leur expertise, leur professionnalisme et leur capacité à répondre aux besoins individuels des clients. L'entreprise est accessible en fauteuil roulant et propose un parking pour les clients ayant des besoins spécifiques.

👍 Avis de Viner & Selig Wealth Management

Kyla B.

5/5

Shauna is great at her job. She is very knowledgeable and is a pleasure to deal with. I have asked her to look at different scenarios for my retirement - she is great at asking the right questions to ensure she understands what I am looking for and make suggestions that will work for me. I would highly recommend Shauna to anyone that is looking for a financial advisor.

Corinne C.

5/5

Shauna is exactly what I was looking for in a financial planner. Having someone who is trustworthy, professional, and knowledgeable, makes a world of difference when it comes to managing investments and financial planning. Having a strong relationship with a financial planner who understands your needs and delivers results is invaluable.

Ellen M.

5/5

Shauna is exactly what we were looking for in a financial planner. She is thorough, highly professional, knowledgeable, and established with us a relationship based on trust. To date, the performance of our investments has exceeded our goals and expectations. I highly recommend her!

Matt V.

5/5

I've been working with Shauna for a couple of years now and really appreciate her approach to advising. Shauna takes the time to really understand your personal situation and provide the pros/cons and tools for me as an individual to make the best decision, based on my comfort level and tolerance. I've never felt "pushed" or "sold" which is rare in this industry. Would certainly recommend!

Karen T.

5/5

Working with Cindy and Shauna has been such a positive experience. My husband and I had talked so many times over the years about wanting to consult a financial planner but we kept putting it off. When we met Cindy and Shauna, their approach was exactly what we needed to get started. They quickly helped us identify opportunities to realize savings now on things like life insurance and they mapped out a plan for where our money will come from when we retire. Clearly, they know their stuff. But for us, it’s their personal approach that makes all the difference.

Stephen M.

5/5

I have really enjoyed working with Shauna and Cindy. They both met with me to review what they offered and to ensure we were a fit to work together. I was very pleased with the customized plan they made for me.