Langford Financial Inc. is an independent retirement income planning firm located in Calgary, serving clients aged 55 and above. Specializing in fee-only income, investment, and tax planning, they are dedicated to assisting clients in achieving their financial objectives and retiring with confidence. With Langford Financial Inc., you can benefit from comprehensive fee-only retirement planning accompanied by flat-fee investment management. Their philosophy extends beyond mere financial transactions, as they deeply value living life with purpose and believe that money should serve a greater meaning than just acquiring material possessions. Passionate about prudent money management and attaining financial security, Langford Financial Inc. caters to both individuals and couples looking to establish a solid financial foundation. Whether you are single or in a partnership, Langford Financial Inc. is committed to helping you get your financial affairs in order. With their expertise and commitment to your financial success, you can rest assured that you are in capable hands.
UNIQUE FACTS:
• Online Appointments
• 9 Years of Experience
• Onsite Services.
Best Financial Services in Calgary
Expert recommended Top 3 Financial Services in Calgary, 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.
We have a strict “No Pay to Play” policy.
LANGFORD FINANCIAL INC. REVIEWS
My husband and I researched online first and then interviewed 3 different Retirement specialists to help us transition into retirement so we can live comfortably through our golden and olden years. It has been about a year now and we could not have made a better decision. We appreciate all the advice they have given us not only for our retirement but also on a personal level. Nancy and Willis truly care about our future.
It took me awhile to decide if I wanted to work with Langford Financial as it was a bit beyond my price range. I did end up making an appointment, and it was one of the best ways I have ever spent my money!! I am so happy and grateful to Willis that I did this. I now have a retirement strategy which will save me much more money than the cost of the service. Willis is non biased, very knowledgeable, and very helpful!! He did not try to sell me anything. He answered all my questions in depth, and told me things that i would have never known regarding finances. Willis is also very personable and non-judgemental. I am recommending this service to friends and family.
I take a long time to make financial decisions and be able to trust someone. I attended 3-4 workshops/information sessions Nancy and Willis held and after every session I felt more comfortable and felt I could trust them. I have been extremely happy with their knowledge and services they have given me.
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Exceedia Consulting Ltd. is dedicated to providing a holistic planning process catering to middle-income families, post-retirement widows, and self-employed blue-collar business owners. Led by Jesse Vu, the CEO and Principal Advisor, the firm is committed to delivering expert advice and services within a comprehensive wealth management plan. Their aim is to assist families, seniors, and business owners on a journey towards optimal financial decision-making, understanding individual values, and guiding them to make appropriate trade-offs for the best possible financial outcomes. Exceedia Private Wealth specializes in serving high net-worth business owners, offering access to a team of professionals, including chartered accountants, corporate and estate lawyers. This comprehensive support ensures efficient and effective complex transitional planning for their clients. With Exceedia Consulting Ltd., you can be assured of a thoughtful and tailored approach to your financial needs, geared towards achieving your long-term financial goals.
UNIQUE FACTS:
• Free Online Consultations
• Onsite Services
• Online appointments.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
EXCEEDIA CONSULTING LTD REVIEWS
I have been working with Exceedia for the last 2 years and I'm beyond happy with everything Jesse has done for me. From tax filing, to financial planning, to ensuring that I have the proper insurance, Jesse's services have helped minimize any money related stress in my life. By helping me save for my long and short term goals and by altering my spending habits, Exceedia has helped me become financially independent. I would highly recommend Exceedia to anyone who has just graduated University, is starting their career, and would like to start on the right path with money management.
I have been working with Jesse for 7+ years. She always explains every step to me and works at my pace. I began with just life insurance and over the years I have added other products when I was ready. Jesse has been an integral part in helping me plan for retirement as well as yearly goals. When I needed a mortgage specialist, she referred me to one who was wonderful. She did not receive any monetary reward for this. Jesse meets with me regularly to ensure my goals are met and to review upcoming needs. I would highly recommend Exceedia Consulting!
Always explains what I need to know and helps me understand what my money is doing and if any changes need to be made. I would recommend exceedia consulting Ltd to anyone. Will help with any financial investments you have.
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CH Financial has established itself as a trusted financial institution. At the firm's helm is Jeremy Clark, the CEO and President, leading a team of experts dedicated to achieving the best possible outcomes for their clients. CH Financial caters to the financial well-being of numerous successful families, offering a comprehensive range of services. They specialize in assisting aspirational clients seeking a full spectrum of financial solutions. Their focus is on helping individuals and families achieve their financial goals by providing tailored services that preserve and grow their capital. Each client receives personalized attention, with CH Financial crafting individualized and comprehensive strategies to address their unique needs and objectives. Passionate about education, the firm actively supports students and contributes to the economy by offering a paid internship program. With a commitment to excellence and a passion for client success, CH Financial continues to be a leading financial services provider, enriching the lives of its clients and the community.
UNIQUE FACTS:
• 31 Years of Experience
• Onsite Services
• Online Appointments.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CH FINANCIAL REVIEWS
I’ve been working with CF Financial for almost 2 years and have found them to be professional, insightful and well organized. The members of their team are very friendly and knowledgeable and do a great job of keeping their clients well informed though webcasts, emails and in person.
I have been a business partner with Jeremy, Brian and the team at CH Financial for over 7 years and have a tremendous working relationship. Everyone at CH Financial has always been a pleasure to work with and I would recommend them to anyone looking for help & guidance on their families financial journey.
Erika and the CH Financial team are absolutely fantastic to deal with. They respond to all questions and queries promptly and their responses are both thoughtful and knowledgeable. It is a pleasure working with the whole team!
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