GREENFELD FINANCIAL MANAGEMENT
4877 Delta Street, Delta, BC V4K 2T9 Directions
Since 1994
Here’s The Deal:
Greenfeld Financial Management is a full-service financial planning center that has been proudly serving South Delta residents for twenty-five years. The firm is owned and operated by Jeff Greenfeld. Their professionals provide you with comfortable, worry-free retirement options. They get a lot of satisfaction, providing their clients with strategies and products that meet their long-term goals and objectives. They are committed to providing an advisor-client relationship where trust, transparency, and experience are key. At Greenfeld Financial Management, they help you plan for the exact kind of retirement life you envision. Their portfolio recommendations are based on fee-based and non-fee-based options. They receive tremendous satisfaction in assisting you in achieving your wealth management goals. Greenfeld Financial Management offers a free consultation.
SPECIALTY:
Investment and Cash Flow Management, Insurance, Retirement and Estate Planning, Education Savings and Tax Strategies, Mortgages Referrals, Mutual Funds, Tax-Free Savings Account, RRSP Loans, Personal Income Tax Returns, Income & Family Protection
TBR® Inspection Report:
WATERSHED FINANCIAL SOLUTIONS
11923 Briarwood Place, Delta, BC V4E 2X3 Directions
Since 2014
Here’s The Deal:
Watershed Financial Solutions offers comprehensive financial solutions to achieve the best future for families and business owners. They provide customized solutions based on you, give plans to accumulate and protect your wealth. Watershed Financial Solutions strongly believes in and implements a holistic approach in its business practices. Their mission is to ensure the wealth accumulated in a business or portfolio stays in the hands of the families who created it. Their passion is to know the issues and solve people's problems when making important decisions to ensure their financial future. At Watershed Financial Solutions, they take a holistic approach to each situation and develop a solution that involves the client thoroughly and will be a tailored response to their meetings and an educated forecast to minimize risks for the future.
SPECIALTY:
Wealth Accumulation, Retirement Planning, Cashflow Improvement, Pension Arrangements, Income Tax and Estate Planning, Budgeting and Mortgage, Group Retirement Savings and Benefits, Life, Health & Critical Illness Insurance
TBR® Inspection Report:
SOUTH DELTA FINANCIAL GROUP
5405 Ladner Trunk Road, Suite 103, Delta, BC V4K 1W6 Directions
Since 2004
Here’s The Deal:
South Delta Financial Group offers a personalized approach to your financial goals in Delta. Their team has over 50 years of combined experience in the financial services industry at the South Delta Financial Group office of Raymond James Ltd. They are dedicated to providing a wealth of education, communication and personal, hands-on involvement to every individual and family. The firm offers various financial planning and investment services; whatever phase of life you are in, whatever complexities you may face, their experienced professionals are equipped to assist you. They can provide their clients with just the right combination of financial services, support and guidance that make the most sense for you and your family.
SPECIALTY:
RAYMOND JAMES - Financial, Tax, Retirement, Estate and Charitable Planning, Short and Long-Term Care, Asset Allocation, Stocks, Bonds, Transferring Your Account, Investment Protection, Portfolio, Risk & Investment Management