Arete Financial Inc stands as a family-operated enterprise. Their team of seasoned advisors brings forth their knowledge and assistance to cater to your diverse financial requirements. At the helm of Arete Financial Inc. is Jason Perri, who assumes the role of owner. With a profound grasp of your individual circumstances, Jason Perri tailors and devises strategies to align with your financial objectives, ensuring the provision of optimal solutions tailored to your unique necessities. Distinguished for their specialization in retirement planning, insurance solutions, budgeting, and debt management services, Arete Financial Inc remains at the forefront of emerging trends, delivering tailor-made resolutions. Their commitment resides in presenting exclusively the finest choices for your financial future. Creating a welcoming and supportive environment, Arete Financial Inc. fosters a sense of security, backed by the presence of a proficient financial partner.
UNIQUE FACTS:
• Long-Term Financial Partner
• Warm and Friendly Atmosphere
• Stable and Secure Financial Future
• Online Consultations.
3 Best Financial Services in Cambridge, ON
Expert recommended Top 3 Financial Services in Cambridge, 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.
ARETE FINANCIAL INC REVIEWS
Rav and the team at Arete have been truly a pleasure to deal with. Rav takes the time to understand who you are along with your goals He then collaborates with you on a road map to achieve those goals. Extremely professional and knowledgeable along with sincere desire to serve. Thank you for all that you do.
I have been working with Rav for several years now. He is always accessible, helpful and his staff is prompt with dealing with requests. He is accommodating with home visits and has given sound financial advice and recommendations over the years. I have recommended him to several friends and know anyone would be happy with the services provided.
100% responsible, respectable and we highly recommend Arete Financial! Rav is always easy to get on the phone or by email, always has the necessary paperwork for any of our transactions and it is very obvious that the team behind him works hard at exceptional communication.
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Independent Financial Strategies stands out as a premier financial planning entity. Their commitment to fostering informed investors underscores their ability to cultivate robust connections with their clientele. They invest the time and effort to assist you in gaining a comprehensive grasp of the diverse avenues available to safeguard and augment your investments. Recognizing that a deeper understanding of your financial landscape enhances the likelihood of attaining your fiscal objectives, they stand ready to facilitate this process. Moreover, their dedication to gaining your trust is unwavering. By conscientiously considering your requirements, aspirations, and ambitions, they formulate a meticulously crafted financial strategy. This endeavour ultimately grants you a sense of tranquillity concerning your hard-earned finances and the path toward your financial destiny.
UNIQUE FACTS:
• Free Consultations
• Online Appointments
• Independent Financial Strategies.
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Sat & Sun: Closed
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INDEPENDENT FINANCIAL STRATEGIES REVIEWS
Trustworthy, courteous, intelligent information for the past 30+ years. My financial security is solid thanks to the help I’ve gotten from Ken and his team. The friendship that has developed between us is an added bonus. An investment firm that truly cares about the welfare of their clients. Able to answer all my questions regarding investing and financial security with factual and up to date information and resources. Thanks to Independent Financial Strategies for all your help.
I dealt with both Ken and Tracey regarding my term life insurance. They responded very quickly on all of the occasions that we chatted. They also are very knowledgeable in the products they sell. I much rather deal with a family owned business such as this since I felt they really cared about my business and provided very personalized service.
Been a client of Ken Short for almost 3 decades. He is reliable and dependable. He and his team have passion for what they are doing and treat my investments as if it were their own. He is always there when I need advice. Wouldn’t go anywhere else.
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Bob Vine functions as a financial advisor at Edward Jones in Cambridge, Ontario. His role entails steering the way and formulating specific strategies tailored to a range of objectives, whether it involves building a college fund for children or grandchildren, planning for retirement, or safeguarding the financial well-being of loved ones.
Edward Jones, an investment firm with a resolute philosophy, is of the belief that your financial aspirations warrant direct and personal conversations. The firm diligently keeps track of your advancement, ensuring that you adhere to your trajectory or identifying any necessary alterations along the way. The commitment they extend centers on providing you with impeccable client service. According to Edward Jones, the most effective approach to constructing and conserving your financial future revolves around a steadfast, long-term investment strategy.
UNIQUE FACTS:
• Face to Face Conversations
• Online Consultations
• Tailored Strategy
• Trusted Professionals.
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BOB VINE - EDWARD JONES REVIEWS
Bob is extremely knowledgeable and such a pleasure to deal with in every way. Not only can he put you at ease even when finances are all too often a stressful topic of conversation he obviously enjoys life tremendously and you are going to be so glad you took the time to spend with Bob! I would highly recommend Bob!
Bob is very knowledgeable and is an absolute pleasure to deal with. I very highly recommend him and his services.
Super nice and honest guy who is making me money! I known Bob for years; my parents invested with him as well, and he can absolutely be trusted.
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