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.
UNIQUE FACTS:
• Over 24 Years of Experience
• Onsite Services
• Complimentary Consultation.
Best Financial Services in Chatham
Expert recommended Top 3 Financial Services in Chatham, 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.
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GREG DAVENPORT, FMA,FCSI – EDWARD JONES INVESTMENTS REVIEWS
I am a retired banker & came to Greg's office in 2006. I cannot say enough good about the way he has handled my portfolio. There was no comparison between what had been done with my money at the bank to what Edward Jones has done for me over the years. I have not looked back. Excellent customer service, professional & very up-to-date on the market. Every year & sometimes in between, I get a review of my portfolio, good or bad. Greg & his assistant, Karen, are not just advisors, I consider them my friends. I would highly recommend this team to everyone. Thank you for taking good care of me.
I have been with Edward Jones for nearly thirty years and have been with this office for much of that. Greg has always been very helpful with advising me and keeping focused on my goals. I trust his professional advice and the quality investments he offers. I would highly recommend Greg to anyone.
I am very pleased with the way Greg has handled my investments. Very professional & knowledgeable. I have referred our son to Greg, so it is a family affair. Greg's assistant, Karen is always pleasant & ready to help. Thank you both for your expertise.
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Arrival Financial Solutions specializes in catering to business owners, offering group benefits, and guiding women through significant life transitions. Their dedicated services extend to individuals from the Chatham-Kent region who possess distinct aspirations yet require expert support to actualize them. A cornerstone of their approach is cultivating a welcoming and accessible environment, ensuring clients' comfort. Their enduring conviction lies in the pivotal role of honesty and sincerity as the foundations for fostering enduring and prosperous relationships. With the expertise to navigate pivotal life junctures, they stand poised to assist you. Their comprehensive aid encompasses enhancing your financial welfare while safeguarding you, your family, or your business.
UNIQUE FACTS:
• On-Site Services
• Customize Plans
• Online Consultation
• Certified Financial Planner.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ARRIVAL FINANCIAL SOLUTIONS - SUN LIFE REVIEWS
My experience with Arrival Financial Solutions began earlier 2000’s and has been a positive one. When dealing with my retirement Susan has made it so that I’m confident that my money is in the right place. I know there is no control on what the markets do, but you do have control on where your money is placed and at the right time. Susan at Arrival has worked with me closely and is always available to review where things are going and if changes are needed. As I get closer to our retirement I am confident i will be able to comfortably retire and enjoy the coming years with her guidance.
Our experience with Arrival Financial Solutions over the last 10 years has been a positive one. When dealing with your retirement nest egg you want to have confidence that your money is in the right place. We know there is no control on what the markets do, but you do have control on where your money is placed and at the right time. Susan at Arrival has worked with us closely and is always available to review where things are going and if changes are needed. As we get closer to our retirement I am confident we will be comfortable and prepared financially to enjoy our coming years with her guidance.
Susan and her team are very knowledgeable when it comes to investment and retirement planning. I’ve been dealing with her over twenty years and appreciate her assistance and expert advice.
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Utley Financial Group operates as a financial planning entity dedicated to assisting clients in minimizing tax burdens and optimizing the legacies they bestow upon both charitable causes and loved ones. The firm adeptly transforms your aspirations into tangible achievements by tailoring personalized plans. Darrin Utley, a certified financial planner, plays a pivotal role within the firm. Irrespective of whether your intentions encompass retirement preparation, embarking on parenthood, or building a financial foundation for your child's future, Utley Financial Group emerges as the ideal recourse. Their paramount objective revolves around reducing tax liabilities and maximizing the inheritance for families and charitable endeavours. The firm's ethos centers on delivering strategic remedies to its clientele and providing complimentary life insurance quotations.
UNIQUE FACTS:
• On-Site Services
• Strategic Solutions
• Free Life Insurance Quote
• Certified Financial Planner.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
UTLEY FINANCIAL GROUP REVIEWS
I have been dealing with Darrin for over the past 15 years. He is very professional, knowledgeable, personable and dependable when it comes to his job and work ethic. A day has never gone by where I have to worry about my investments because I know that Darrin is on top of it. He calls me when he needs me to be aware of any changes that may have come up and is willing to drive out of town to make his visit to me for updates or even just to check-in. I feel very confident in Darrin's abilities and would highly recommend him.
Darrin is a passionate about his business. His professional demeanour, friendly, caring personality and genuine concern for clients has led Darrin to be an industry leader. He is committed to seeking the best products and information for you and will serve his clients above and beyond your expectations. Darrin’s knowledge and expertise will enable you to make informed decisions and comfort you in the financial world. He is an ally on your side, always willing and wanting to help others.
I have been a very satisfied client of Darrin’s for over ten years. He has always provided me with great service in an honest and friendly way. Darrin has a good way of explaining my accounts in an easy to understand manner. I enjoy working with Darrin and I would strongly recommend him for any of your financial planning needs.
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