Retirement Income Group stands out as a prominent financial services enterprise in Ajax. With a steadfast commitment, their devoted team crafts tailored strategies to ensure enduring outcomes for both clients and their families. Retirement Income Group collaborates closely with families to expertly oversee investment portfolios, mitigate tax implications, establish retirement income streams from investments, ready themselves for unexpected life occurrences, and facilitate the efficient transfer of assets to the succeeding generation. Rest assured, your portfolio will be under the meticulous stewardship of seasoned professionals adhering to rigorous guidelines. The firm's holistic 360° financial plans are meticulously customized to harmonize with your specific desires and necessities, offering the adaptability needed to accommodate life's ever-evolving circumstances. Retirement Income Group extends an invitation for introductory consultations, setting the stage for a potential partnership that can help you chart a financially secure and prosperous future.
UNIQUE FACTS:
• Quarterly Economic Update Webinar
• Youtube Channel Including Interviews
• Newsletter
• Online Appointment.
3 Best Financial Services in Ajax, ON
Expert recommended Top 3 Financial Services in Ajax, 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.
RETIREMENT INCOME GROUP REVIEWS
I’ve been working with Retirement Income Group since 2021 and have greatly appreciate the support and dedication to ensuring I fully understand the strategy behind my investments and addressing any concerns I have. John and the team are incredible!
we have been using the RIG expertise and services for the past several years, specially when we are investing our money and/or looking into the future and outlook of what and how to maximize our funds and dollars. service, knowledge, and their guidance has been nothing short of amazing and greatness.
We were looking for flat fee personal financial advisors and RIG was recommended to us. Sam, Evan and John are a great team who are honest and really care about their clients. We feel well taken care of. Highly recommend this group.
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.
Hammond Financial operates as a fee-only personal financial planning establishment. Andy Hammond plays a pivotal role as a partner and principal planner within its structure. The core ethos of Hammond Financial revolves around delivering impartial and unaffiliated guidance, prioritizing your financial independence. The central objective of the firm is to alleviate the complexities associated with orchestrating your financial matters, ushering in a sense of ease and control. Their extensive array of financial planning services spans from nurturing wealth and crafting educational plans for emerging professionals to meticulously tailored retirement strategies. At Hammond Financial, the advice you receive is completely neutral and professionally grounded, reflecting their dedication to your best interests. The firm generously extends the opportunity for complimentary, commitment-free consultations to prospective clients, laying the groundwork for a potential partnership rooted in comprehensive financial well-being.
UNIQUE FACTS:
• Face-To-Face Meeting
• Their Fees Are Affordable and Transparent
• Online Appointment.
Specialty:
$Price:
Family income and expenditure summary and projections - $700 - 1,200
Family net worth summary - $300 - 600
Planning for retirement and other life events - $500 - 1,000
Planning for your children's education - $400 - 800
Personal investment policy statement - $500 - 800
Debt reduction/management plan - $600 - 1,500
RRSP vs. TFSA vs. paying down debt - $600 -1,000
Adequacy of insurance coverage - $400 - 700
Full financial plan - $1,950 - 3,500
Contact:
Working Hours:
Sat & Sun: 10am - 9pm
TBR® Inspection Report:
HAMMOND FINANCIAL REVIEWS
Our experience with Hammond Financial was very positive. Andy was extremely knowledgeable and really helped us better understand our financial situation. My husband and I are in our mid-40’s (with two young children) and wanted a plan that would take us well into our retirement years. He really put everything into perspective and validated our approach towards a successful retirement. Hammond Financial went over and above our expectations and we would not hesitate to use them again.
After accepting an unsolicited offer to buy our business, my wife and I wondered if we should retire or buy another business. We contacted Andy Hammond for an unbiased opinion. He prepared a 40 year projection of our income and expenses, completed a portfolio review and discussed his investment recommendations with us. We found Andy to be patient, clear and thorough. It is clear he loves what he does. We are completely happy with his price, product and service. We recommend him without reservation.
I started to become dissatisfied with my financial advisor 3 years ago. I had many questions that he could not answer to my satisfaction. I knew it was time to find a new advisor and I did find one, Andy Hammond. He answered all my questions and then some. I've been with Andy now for 3 years and he is completely looking after all my financial affairs perfectly and I am no longer worried about my retirement. I wish I could have given him 6 stars. Thanks Andy!
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.
Paul R Marche fulfills the role of a financial advisor at Edward Jones in Ajax. With a decade-long corporate accounting and finance background within the private equity domain, Paul R Marche brings a wealth of industry expertise. Committed to furnishing personalized service founded on a client-centric philosophy, he is dedicated to assisting clients in navigating intricate scenarios while presenting diverse portfolio choices designed to align with their requirements. After accumulating substantial experience and skills within the field, Paul R Marche opted to transition into the community-oriented business model offered by Edward Jones. Through this avenue, he endeavours to harness his proficiency to serve local clients effectively. He collaborates to formulate and implement a bespoke plan and strategy that seamlessly adapts to your distinct circumstances and aspirations.
UNIQUE FACTS:
• Face-To-Face Conversation
• Online Appointment.
Specialty:
Contact:
Working Hours:
Sat & Sun: By Appointment
TBR® Inspection Report:
PAUL R MARCHE - EDWARD JONES REVIEWS
Paul has been managing my investments for the past 10 years and has done an amazing job to grow my money. Paul works closely with me to choose the right portfolios for maximum return. He has a relaxed easy way of explaining things. Its a pleasure working with him and I highly recommend Paul.
Very pleased with the results over the past 3 years. Paul Marche is great at what he does. He takes the time to explain everything. He's also a real straight-shooter. Definitely recommend.
Great service! I can call up Paul pretty much whenever I need financial advice. I love having someone with this level of expertise right in Ajax.
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.