Here's The Rundown: Cornerstone Capital Financial Group transcends the conventional institutional approach to financial planning. With a legacy spanning over two decades, they take immense pride in their visionary perspective, dedicated to fostering enduring partnerships that safeguard your ongoing financial welfare. Their commitment revolves around bestowing the tranquillity that emanates from pinpointing your life objectives and meticulously strategizing to attain them. At Cornerstone Capital Financial Group (CCFG), they adopt a comprehensive methodology to formulate, execute, and oversee personalized life plans. Positioned firmly by your side, they serve as pillars of financial stability and lucidity, triggering a positive chain reaction that influences your overall holistic wellness. They provide independent financial advice. This means that they answer only to you, their client. They offer you more than an institutionalized approach. It's about the clients, the relationship and how to map your best future. Initiate the construction of your Financial Life Plan's groundwork by reaching out to them without delay. Noteworthy, Cornerstone Capital Financial Group extends complimentary consultations to their valued clientele. They offer free consultations and combine over 70 years of combined experience to educate, empower, and enrich their clients.
3 Best Financial Services in Brantford, ON
Expert recommended Top 3 Financial Services in Brantford, Ontario. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!
TOP 3 CORNERSTONE CAPITAL FINANCIAL GROUP REVIEWS
I have entrusted my financial planning to Shannon McMannis for several years now. She is very professional, helpful and honest! I would highly recommend Cornerstone Financial to help you understand your options and grow your wealth.
Thank you Shannon for your commitment to guiding and advising our family. Your sound Financial Planning advice has been instrumental in our financial success. You always go above and beyond thank you for caring so much!! You are like family.
I am so honoured and grateful to be a client of Shannon and team. Patient, knowledgeable, courteous and kind, we experience unprecedented service combined with skill and competence. With something as precious as your money, this is such a gift. Thank you Cornerstone. Our family is so grateful to work with you.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here's The Rundown: Novak Private Wealth Counsel is an independent Financial advisor in Brantford, Canada. Randy Novak is the firm's senior wealth advisor. Novak Private Wealth Counsel team focuses on investing, retirement planning, estate and legacy, insurance, and tax planning services. They aim to work with Canadian business owners who are interested in a better future. They help business owners implement these strategies to build consistent income and investment growth. This allows their clients to feel more secure about retirement, future purchases and passing wealth on to their children. Capital preservation is a top priority for business owners when managing wealth. The team prides themselves on personalized service, ensuring clients receive tailored financial advice that aligns with their unique goals and aspirations. They are committed to building long-term relationships based on trust, expertise, and a deep understanding of their clients' financial needs.
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TOP 3 NOVAK PRIVATE WEALTH COUNSEL REVIEWS
Randy and his team are truly dedicated to their client's, very professional as well. They take the time to listen to clients visions and retirement goals, and carefully execute a plan to ensure these dreams become reality. Thank you to your team for making my retirement goals become reality, and during a pandemic at that.
Solid team to work with who know the fundamentals of quality service and products. They always take the time to help educate me on what is best for my lifestyle. If you are looking for a true personalized experience this is the firm you want to be partnered with.
In my experience, The Novak Private Wealth team is the best in the industry. The personal attention, extensive knowledge and proven history combine to make it the top choice for wealth management. Thanks again.
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.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Sadeki Simpson - Edward Jones Sadeki Simpson - Edward Jones](https://threebestrated.ca/images/SadekiSimpsonEdwardJones-Brantford-ON.jpeg)
Here's The Rundown: Sadeki Simpson, functioning as an Edward Jones financial advisor, places significant importance on dedicating her time to grasp the intricacies of your aspirations before your financial investments take shape. As a multi-award-winning Financial Advisor, she has constructed her professional practice on the pillars of trust, clarity, and responsibility, an achievement derived from the meticulous process of acquainting herself with clients and uncovering their core values. Additionally, comprehending your comfort level with risk in investment is imperative to strike a harmonious balance with the actions required to attain your enduring objectives. Whether your focus lies in retirement preparation, building educational funds for your children or grandchildren, or securing the financial prospects of your loved ones, collaborative efforts can be employed to craft tailored strategies that pave the way to your ambitions. Continual assessment of your advancement is also part of the equation, ensuring you remain aligned with your path or identifying any necessary refinements. Throughout this journey, an unwavering commitment to delivering an exceptional client experience remains their steadfast commitment. They offer face-to-face and online consultations and provide a top-notch client experience.
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TOP 3 SADEKI SIMPSON - EDWARD JONES REVIEWS
Taking over an ailing parent's finances is not an easy task to say the least. I reached out to find a financial advisor at a time when my frustration was at its peak. Sadeki listened carefully, assured me that all would be well and extended a helping hand to my mother that can only be described as heaven sent. Her recent award came as no surprise to me as she's in this career stream to help people protect their financial security. She extends competence, thorough knowledge and communicates complicated principles in an easy to understand manner. Thank you Sadeki for all that you have done to help me protect a wonderful 90 year old who thinks you are just "lovely".
I’ve never had a financial advisor before, and I was a little worried about going to one because I didn’t have a ton of money, so I wasn’t sure if anyone would help me. Sadeki not only helped me but she has grown my savings already. She always takes the time to answer my questions and personalizes everything. I wish I had met her 10 years ago.
Sadeki is an extremely competent professional who explains investing so that you can grasp the financial market. She is a genuine and trustworthy individual that goes above and beyond for all of her clients.
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.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.