Daniel Vicente serves as a financial planner, investment, and retirement planner within BMO Financial Group. His background boasts substantial experience and profound insights within the financial services sector. Daniel Vicente adeptly offers strategic recommendations aimed at maximizing the growth potential of your portfolio, all while prudently managing associated risks. At the core of the firm's approach lies the assistance they provide in clearly defining your financial aspirations. They then collaborate to create a tailor-made strategy, ensuring alignment with your specific objectives. In the complex landscapes of financial markets, the economy, and investment arenas, the firm acts as your guide, aiding you in navigating with confidence. Committed to the provision of exceptionally skilled financial services, Daniel Vicente is dedicated to ensuring that clients receive the highest level of expertise and support.
UNIQUE FACTS:
• Personalized Strategy
• Qualified Professional
• On-Site Services
• Online Appointment.
3 Best Financial Services in Whitby, ON
Expert recommended Top 3 Financial Services in Whitby, Ontario. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
DANIEL VICENTE - BMO FINANCIAL PLANNER REVIEWS
I strongly recommend Daniel Vicente! When I made the switch from TD to BMO I was lucky enough to meet with him, and he helped make the transition effortless. He is a very knowledgeable, patient, down-to-earth person who definitely wants what's best for you. He's excellent at clearly laying out all your options and taking the time to describe everything in detail. I've been dealing with Daniel for a few years now and couldn't be happier. I've even recommended him to my mom and sister, who both now regularly deal with him.
Daniel helped me understand the basics of mutual fund investments and provided expert advice on selecting the most suitable funds for me to start my investment portfolio with. I am very happy with his recommendations seeing as the investments he suggested have already exceeded my expectations on returns. I would highly recommend Daniel to anyone.
I would highly recommend Daniel for his knowledge and his desire to help. He has gone above and beyond to help me with my banking needs, and I felt very confident that I received accurate, and beneficial information. Thanks, Daniel.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
Geraci Financial Group operates as a comprehensive financial brokerage firm situated in Whitby. Tony Geraci is a dedicated member of Advocis, the financial advisors' association, actively contributing to the profession. His clients benefit from his unwavering dedication. For more than three decades, Tony has immersed himself in the realm of financial services, with close to twenty-five years dedicated to running his independent practice. He takes immense pride in the steadfast dedication he extends to his clients, recognizing that this commitment has been a pivotal factor in the numerous industry accolades and achievement honours he has garnered throughout his career. Geraci Financial Group prides itself on possessing a profound understanding of the key players in the industry and the diverse array of products they provide. On their website, you'll find an insurance calculator designed to assist in gauging the most suitable insurance coverage for both you and your family. The financial strategies devised by the firm encompass a dual approach, addressing both immediate and intermediate-term goals.
UNIQUE FACTS:
• Builds Long Term Relationships
• Highest Level of Independent Advice
• Online Appointment.
Specialty:
Contact:
Working Hours:
TBR® Inspection Report:
GERACI FINANCIAL GROUP REVIEWS
I Highly Recommend Geraci Financial Group for all your financial planning needs. I have been a client of April Simpkiss for many years and she makes sure to always stay up to date with all kinds of different policies to always make sure i have the best deal as well as the most coverage while making sure it remains affordable
Tony and his team offer excellent service and are very professional. It has been my pleasure to deal with them.
Tony is a great guy! Makes you feel at ease and guides your best interests.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
Peter Grozdanis is a well-known financial advisor at Edward jones. he brings forth a wealth of experience spanning more than five years within the financial services sector. Peter Grozdanis stands out for his dedicated focus on clients, driven by a commitment to empower through comprehensive financial education. His area of specialization lies in retirement strategies, a nuanced comprehension of the intricacies faced by small business owners, and adept education planning. Through a resolute dedication, Peter Grozdanis endeavours to provide impactful financial solutions, paving the way for families to realize their aspirations. His ultimate goal is to consistently replicate positive and fruitful experiences for each of his clients. Peter Grozdanis extends the convenience of evening and weekend appointment options for his valued clientele to accommodate diverse schedules.
UNIQUE FACTS:
• Face-to-Face Conversations
• On-Site Services
• Online Appointment.
Specialty:
Contact:
Working Hours:
Fri: 8:30am - 4pm
Sat: By Appointment Sun: Closed
TBR® Inspection Report:
PETER GROZDANIS - EDWARD JONES REVIEWS
I worked for a company that had a very good profit sharing plan. For 35 years I worked hard and when I recently retired I had to find a financial advisor to invest my money with. I actually started looking almost 2 years before retirement. I went to banks, financial advisors and talked and had meetings with a lot of people. Who could I trust my profit sharing with? This was one of the biggest decisions in my life. My search ended with Peter Grozdanis and Edward Jones. My profit sharing has been with Peter for almost 2 years now and I couldn’t be happier. His professionalism, customer service and his results with my fund are even better than I thought possible. I trust Peter with my money and I give him and Edward Jones my highest personal rating. It’s a truly fantastic feeling when you know you have picked the right person and right company to hold your life’s work.
Prior to retirement, I went looking for a financial advisor and company I could trust with my money and good advice to help me navigate through the multiple changes, choices and new accounts that come with setting one's self up post working. After some time, I found Peter Grozdanis and Edward Jones. Peter and Aprile have helped me and my Wife set up everything we need for retirement. I was glad I had already found a trusted group prior to this change of life. In hindsight, I would have gone in with them years sooner. Thanks for everything.
My husband and I have been with Edward Jones for many years. We are very happy with the advice Peter has given us. He explains our investments clearly, makes suggestions if changes are required, and our money has grown over the years.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.