Lorne Osborne, a prominent financial consultant at Edward Jones in Airdrie, Alberta, takes great pride and finds immense satisfaction when individuals express an interest in improving their financial prospects. His journey into the world of investment and savings began at a remarkably young age, and he has been fortunate to have mentors who guided him in the art of asset growth through investment. If you're in search of a dedicated partner who shares your level of commitment to your financial well-being and objectives, Lorne diligently works on behalf of his clients daily, sparing them the effort. Their team offers a diverse range of solutions to cater to your intricate financial needs and also provides the convenience of online appointment booking.
UNIQUE FACTS:
• Online Appointment
• Face to Face Conversations
• Certified Professionals.
Best Financial Services in Airdrie
Expert recommended Top 3 Financial Services in Airdrie, Alberta. 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.
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LORNE OSBORNE - EDWARD JONES REVIEWS
Lorne is passionate about his job and genuinely interested in providing the best advice regarding our finances. What really impressed me was the way he took the time to get a feeling for where we were at, his depth of knowledge, personal experience and common sense approach. Lorne's professional, ethical and caring demeanor elicits trust and respect. He explained everything thoroughly and made us feel comfortable asking questions or expressing an opinion. We would highly recommend Lorne Osborne to anyone wanting guidance with their financial goals.
Lorne is out stand at his job, he comes with a professional stands but has a personal touch to what he does! Always makes me feel welcome to come to him about any question and helps me make good decisions with my profolio. I'm happy I pick Lorne as my go to guy, I truly will never go to anyone else, as he has the best interests in you and your future.
Absolutely welcoming! Lorne is a great communicator and listens to my needs with care. He's clearly passionate about his work, and meetings with him are informative and enjoyable! If you get the opportunity to work with him and his team, you will not be disappointed! Highly recommend.
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First & Main Financial Services Inc. stands out as a premier financial planning firm in Airdrie, Alberta. This holistic company offers a comprehensive range of services, encompassing investment strategies as well as personal and small business insurance solutions. Kate Norris, a local Airdrie financial advisor, is committed to assisting small businesses and families in navigating the complexities of their finances, providing clarity and structure. Their dedication to exceptional client service sets them apart. First & Main Financial Services Inc. takes a holistic approach, addressing investment needs and offering personal and small business insurance solutions. Their mission is to simplify the financial journeys of individuals and small businesses, offering choices, actionable plans, and enduring partnerships to ensure a successful retirement and legacy plan.
UNIQUE FACTS:
• Online Consultations
• On-Site Services
• Personalized Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
FIRST & MAIN FINANCIAL SERVICES INC - SUN LIFE FINANCIAL REVIEWS
“Kate has been my go-to insurance advisor since day 1 back in 2016. She has a high level of knowledge of the products , and takes the time to educate on all of the options available . Kate is reliable and professional and I can count on her to review the insurance plans as often as needed. Highly recommend working with her !”
Kate is at the top of her game. She is well-versed in financial planning and it's clear that she is a huge believer in constant learning and growth! If you are looking at exploring your options, be sure to speak with First and Main.
Kate Norris and her team really worked hard to get us what we needed for our family! Great communication with us every step of the way!
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Koda Financial Architects is a comprehensive financial services agency that can address all your financial planning needs, including taxes, debt solutions, business expansion, investments, and insurance. They maintain full licensing with all relevant government agencies. With over a decade of experience, They have been dedicated to serving their clients faithfully. Estate Planning, an integral part of retirement preparation, involves a series of tasks aimed at managing an individual's assets in the event of incapacity or passing. They also collaborate with leading companies that provide group benefits, legal assistance, and guidance and coaching for all aspects of your business. If you have any financial inquiries, don't hesitate to reach out.
UNIQUE FACTS:
• Complimentary Consultations
• Online Appointment
• On-Site Services.
Specialty:
Contact:
Working Hours:
Sat: 9am - 1pm
Sun: Closed
TBR® Inspection Report:
KODA FINANCIAL ARCHITECTS REVIEWS
Veronica is the most knowledgeable person I know when it comes to both finances and taxes. She specializes in everything from personal to businesses, and you can really tell she wants the best for clients! Very passionate and you can tell she truly loves what she does. I would recommend her to anyone!
What a amazing discovery. Veronica is truly a fantastic, knowledgeable and professional tax adviser. She will guide your finances where they need to be and inform you on how you can become richer and will educate you on what needs to be done today in order to have a comfortable tomorrow. Many thanks!!
Veronique has a tremendous amount of financial knowledge and one of the many things I like about her is that makes time to stay up-to-date with everything that's going on in the financial world. She can help you with your taxes, build a plan for retirement, health insurance and more.
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