Halton Wealth Management - Burlington, Ontario

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Halton Wealth Management est une entreprise réputée pour offrir des services exceptionnels dans le domaine de la gestion financière et du conseil en investissement. Situé à l'adresse 1001 Champlain Ave #300, Burlington, ON L7L 5Z4, Canada, Halton Wealth Management est facilement accessible en fauteuil roulant et possède un parking adapté. De plus, les toilettes sont également accessibles en fauteuil roulant.

Spécialités

Les spécialités de Halton Wealth Management comprennent le planification financière et le conseil en investissement. Ils sont réputés pour leur expertise et leur connaissance approfondie du marché financier.

Informations recommandées

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

Opinions des clients

Halton Wealth Management a reçu 5 avis sur Google My Business, avec une note moyenne de 5/5. Les clients ont loué l'expertise et la diligence de Jim, un membre de l'équipe, qui a aidé de nombreux clients à atteindre leurs objectifs de gestion financière. De nombreux clients ont mentionné que les questions sont toujours répondues rapidement et expliquées de manière approfondie et précise.

Contact

Téléphone : 2892911212

Site web : haltonwealthmanagement.com

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"summary": "Halton Wealth Management offre des services de gestion financière et de conseil en investissement depuis Burlington, Canada. Les clients ont loué l'expertise de l'équipe et leur disponibilité pour répondre à leurs questions.",
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👍 Avis de Halton Wealth Management

Alison J.

5/5

We highly recommend Jim at Halton Wealth Management. Over the years he has helped us grow our portfolio enabling us to retire a little earlier than expected and still live life within our means and worry free. Any questions are always answered quickly and explained thoroughly with his knowledge, expertise and guidance.

Anne M. D.

5/5

I have been a client for 10 years with Jim and find his expertise very helpful. The information he gives is geared totally to the individual and their situation. Any questions or concerns that I may have are handled in a timely fashion. I really appreciate the 100% service and dedication he gives to his clients and his up-to-date knowledge of what is happening in today's economy and how it affects his clients. I really don't think I could ask for a more honest or sincere advisor to be handling my portfolio.

Christina G.

5/5

I've been a client for several years. What I really appreciate is that everything is always explained in details and in a fully transparent fashion. My portfolio was upgraded, my risk was reduced and my returns were improved. The service is personal and geared towards me. Who could ask for anything more?

Carl M.

5/5

Expert Advice and proven results

Claudia S.

5/5

I have been a client of Jim Gunn for many years, and I have to say that the guidance, patience and clarity have been phenomenal. As a retiree, I am able to enjoy the things I like to do, all because of the amazing growth in my portfolio. Thank you very much for all you do, Jim and Katarina!

Claudia S. (Mississauga)