Wellington-Altus Private Wealth / Harper Private Wealth - Vernon, British Columbia

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 5240 Anderson Wy #101, Vernon, BC V1T 9V2, Canada.
Téléphone: 2366005951.
Site web: harperprivatewealth.ca
Spécialités: Conseiller financier, Institution financière, Planificateur financier, Société d'investissement, Conseil en investissement.
Autres données d'intérêt: Assistance dans d'autres langues, Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Places assises accessibles en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Parking gratuit, Parking sur place.
Avis : Cette entreprise a 4 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de Wellington-Altus Private Wealth / Harper Private Wealth

Wellington-Altus Private Wealth / Harper Private Wealth 5240 Anderson Wy #101, Vernon, BC V1T 9V2, Canada

☎️2366005951

⏰ Horaires d'ouverture de Wellington-Altus Private Wealth / Harper Private Wealth

Lundi: 08:00–16:00
Mardi: 08:00–16:00
Mercredi: 08:00–16:00
Jeudi: 08:00–16:00
Vendredi: 08:00–16:00
Samedi: Fermé
Dimanche: Fermé

Wellington-Altus Private Wealth / Harper Private Wealth

Wellington-Altus Private Wealth, également connu sous le nom de Harper Private Wealth, est une entreprise spécialisée dans les services financiers avec une expertise reconnue en conseil financier, planification financière et investissement. Situé à Vernon au Canada, l'entreprise a pour mission de fournir des conseils personnalisés et des solutions financières adaptées à chaque client, afin de les aider à atteindre leurs objectifs financiers à long terme.

Spécialités

Conseiller financier
Institution financière
Planificateur financier
Société d'investissement
Conseil en investissement

Adresse et contact

Adresse: 5240 Anderson Wy #101, Vernon, BC V1T 9V2, Canada.

Téléphone: 2366005951.

Site web: harperprivatewealth.ca.

Disponibilités et services

Assistance en plusieurs langues
Entrée accessible en fauteuil roulant
Parking accessible en fauteuil roulant
Places assises accessibles en fauteuil roulant
Toilettes accessibles en fauteuil roulant
Parking gratuit
Parking sur place

Avis et expérience client

Wellington-Altus Private Wealth a reçu 4 avis sur Google My Business, avec une moyenne de 5/5 étoiles. Cela démontre le niveau de satisfaction de leurs clients et leur engagement envers la prestation de services de qualité.

👍 Avis de Wellington-Altus Private Wealth / Harper Private Wealth

Wellington-Altus Private Wealth / Harper Private Wealth - Vernon, British Columbia

Kacie L.

5/5

I feel incredibly fortunate to have connected with Kali Peebles and the team at Harper Private Wealth. As major life milestones approached and then flew on by, I knew I needed expert financial guidance.

From the very beginning, Kali has been proactive in anticipating my needs, always presenting a clear and thoughtful plan to help guide me forward. Each meeting is not only informative and professional but also comfortable and friendly. With her ability to explain complex financial matters in a way that’s easy to understand I always leave feeling confident.

Every review of my financial situation is comprehensive, taking into account my current position, future goals, and external factors that could impact my resources.

Having online access to my financial information at any time adds another layer of reassurance. Highly recommend this team!

J&M W.

5/5

We’ve been with Harper Private Wealth for 15+ years and couldn’t be happier. They have helped us preserve and grow our wealth with steady guidance through all market conditions. The whole team is incredibly attentive and genuinely cares, unlike any other advisory experience we’ve had. Grateful to have them in our corner!

Carley R.

5/5

I love working with Kali Peebles at Harper Private Wealth. She is thoughtful, informative and very supportive. I highly recommend working with this team 🤩

Tracy W.

5/5

Incredible group of qualified people. Great service and care. I would highly recommend their services.