3 Best Financial Services in Chatham

“Greg Davenport has been fulfilling the role of a financial consultant at Edward Jones in Chatham. Additionally, he holds the esteemed FCSI and FMA designations as a limited partner, enhancing his ability to effectively cater to his clients' needs. At Edward Jones, their focus centers on assisting dedicated investors with retirement savings, wealth strategies, as well as estate and legacy strategies. Their establishment aids in pinpointing specific financial goals and crafting corresponding strategies to propel you toward their attainment. Regular monitoring ensures you remain aligned with your objectives or enables necessary adjustments. Their investment philosophy revolves around a commitment to quality and a preference for long-term investment strategies. With over 24 years of experience, they offer onsite services and provide complimentary consultations to ensure you receive the best possible financial guidance.”

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“Utley Financial Group is one of the leading financial planners in Chatham, Canada. Darrin Utley is the firm's certified financial planner and a lifetime Million Dollar Round Table member. Darrin incorporated his business in 2010 under the name "Utley Financial Group," which gives him greater flexibility in providing products and advice to his clients. The team at Utley Financial Group understands that your goals and dreams are as individual as you are. Whether you're starting a new family, preparing for retirement, or saving for your child's future, they will create a customized plan that helps turn your goals into realities. They believe engaging in a comprehensive needs analysis with each client is important. They strive to provide strategic solutions to their clients.”

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“Arrival Financial Solutions | Sun Life is a top-notch financial planner in Chatham, Canada. Susan Bechard is the firm's owner and financial planner. She has worked in the financial services industry since 1991, helping families, women in transition, professionals, and business owners reach their goals. At Arrival Financial Solutions, the team focuses on business owners, group benefits, and helping women through life transitions. They work with clients from the Chatham-Kent area who have a goal in mind but need help. They will help you build up your financial well-being while protecting yourself, your family, or your business. The team will continue to seek, learn, and know the facts to provide distinct, wise solutions. They believe honesty and sincerity are the keys to long-term successful relationships.”

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