Bell Financial Inc is a reputable financial planning firm situated in Aurora, Ontario, recognized for its excellence in service. At the helm of Bell Financial Inc is Jonathan Earle, serving as the president and an Insurance Agent. The firm's dedicated advisors specialize in crafting tailor-made financial plans and delivering a premium level of service. They collaborate effectively with small and medium-sized companies, offering comprehensive support in the realm of employee benefits and group retirement packages. Their commitment extends beyond mere assistance; they strive to understand their clients' needs thoroughly and consistently exceed expectations in their service delivery. The client's financial journey commences with a comprehensive financial plan, meticulously prepared by a proficient team of professionals. This journey extends to aiding clients in selecting investments and insurance products that align precisely with their unique personal needs.
UNIQUE FACTS:
• Comprehensive Financial Plan
• Online Consultations
• On-Site Services.
3 Best Financial Services in Aurora, ON
Expert recommended Top 3 Financial Services in Aurora, 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.
BELL FINANCIAL INC. REVIEWS
When we first met Bill, about 20 years ago, we had 4 young children and we were looking for how to save for their futures but we found a genuine partner in our overall financial planning. I think the thing that makes me the most happy is the fact that I never have to think about money. I feel confident that Bill and his team are looking after us and that gives me time to enjoy the life we have built.
We’ve been working with Bill for eleven years now. His professional and personable style resonated with us from our first meeting. He spent time getting to understand us beyond just our financial status, and created a complete picture for us on our whole retirement. His support organization is superb - just a phone call on any issue gets answers and follow up and confirmation of activities is excellent - especially appreciated when we travel.
We have been with Bell Financial for 13 years and have been extremely happy with Bill, Jon, Wendy, Gloria, Sonia and the rest of the fabulous team. They are so helpful and always go above and beyond. We have received great advice over the years and we know we are in great hands for the years to come!
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Johnson Financial Group Inc., established by Ian Johnson, is a renowned provider of financial services. Their approach involves gaining a deep understanding of your goals, interests, and life experiences, which then informs the creation of tailored financial strategies to support your lifestyle and business endeavours. The overarching objective of their firm is to empower you, enabling you to make well-informed decisions that secure your financial future. They also recognize the importance of distinguishing between short-term needs and long-term aspirations, ensuring that your financial plan is adaptable to both. The Johnson Financial Group team excels at helping clients envision their future, assess outcomes, and make necessary adjustments as life unfolds. By thoroughly acquainting themselves with your goals, interests, and life experiences, they are adept at constructing the financial framework necessary for your personal and business success.
UNIQUE FACTS:
• Certified Professionals
• Online Consultations
• On-Site Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
JOHNSON FINANCIAL GROUP INC. REVIEWS
We have used Johnson Financial for our group benefits for over 15 years when we were introduced to the Chamber of Commerce group benefits plan by Rod Johnson. I highly recommend Rod and Ian Johnson when you're looking for a group benefit plan that offers stable rates for your organization. They have always promptly answered any of our questions and proactively contacted us when a new product would be of benefit to our organization. Thanks again for the service over the years!
Tammy Kennedy has been my Financial Advisor for many years, and she has developed an effective plan to for me to reach my financial goals. She regularly reviews my investments to ensure I am making the most money in my investment portfolio and advises where I should take an aggressive or conservative investment approach. Tammy always answers my questions promptly and in detail, she will also go above and beyond to answer questions that do not pertain to a Financial Advisor. Tammy is very knowledgeable and approachable; I highly recommend her.
Ever since I met Tammy back in 2015, she became my Financial Advisor and started developing financial plan for my retirement investment. We periodically review investment portfolio and she always provide her best advice on my investment goal. She is very knowledgeable, easy going and answer all my question promptly. I highly recommend Tammy for any investment planning service.
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Carruthers Walker Financial, an esteemed financial planning firm located in Aurora, boasts a remarkable 40-year track record of excellence. Throughout this extensive experience, they have ardently partnered with families and businesses to help them attain their financial and insurance goals. The firm's advisors possess a unique ability to empathize with and collaborate effectively with their clients and businesses, a quality that sets them apart. This enables them to offer unparalleled financial and group benefit guidance. They take great care to meticulously assess your needs and objectives, crafting a finely tuned financial strategy. Carruthers Walker Financial offers a meticulously crafted financial plan designed to aid clients in achieving their individual financial aspirations and goals.
UNIQUE FACTS:
• Online Appointment
• Trusted Services
• On-Site Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CARRUTHERS WALKER FINANCIAL REVIEWS
For over 15 years, Carruthers Financial has managed both our corporate and personal investments. Their success, I believe, is based on three things. They began by asking the right questions about our financial goals and risk tolerances, and by listening carefully to our answers. They then crafted an investment strategy that reflected both our wishes and current market conditions. Finally, they were willing to adjust this investment strategy as both market conditions and life circumstances changed. We consider ourselves fortunate to have had their support for all these years, and have no hesitation whatsoever in giving them our highest recommendation.
I have been investing with Carruthers Financial for years, they continue to be on top of their game when it comes to financial advice at every life stage. The team is super responsive and can pull from many sources of knowledge to customize a plan and strategy. I would recommend reaching out as everyones needs are very different but I find they treat all clients equal.
Carruthers Walker team is well equipped to provide you the best service and support when it comes to Employee Benefits for your organization. Happily refer CW to all in my network. Ask for Jennifer, she is the absolute best of the best.
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