Here's The Rundown: Greenfeld Financial Management has proudly served the residents of South Delta as a comprehensive financial planning center for a quarter of a century. With over 29 years of experience as an independent wealth management firm, they are committed to providing an exceptional client experience. They educate, support, and partner with you at each stage of your financial journey with personalized strategies designed to help you invest responsibly and align with your core values. At Greenfeld Financial Management, the focus is on crafting a retirement that precisely matches your envisioned lifestyle. Their portfolio recommendations include a blend of fee-based and non-fee-based options. By striking the right balance between financial services and strategies that meet your needs, the firm empowers you to take control of your financial destiny. Greenfeld Financial Management finds immeasurable satisfaction in helping you achieve your wealth management aspirations. Embracing the principle of accessibility, the firm offers a free consultation to start your journey toward financial well-being and ensures an exceptional client experience with convenient online appointments.
3 Best Financial Services in Delta, BC
Expert recommended Top 3 Financial Services in Delta, British Columbia. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!
TOP 3 GREENFELD FINANCIAL MANAGEMENT REVIEWS
We were referred to Jeff Greenfeld by a dear friend, after we shared with her, the unpleasant experiences we had had in the past with our Income Tax preparation. We dropped by Greenfeld Financial late in the afternoon on a Saturday on the chance they would be able to handle our returns. Jeff was so professional, gracious and helpful to us. Our returns were filed that day before we left his office! We are so thankful to have found such a competent and friendly person to deal with CRA for us.
We contacted Jeff to find out if a company that we were working with was some how associated with Greenfeld, only to find out that the company that we were dealing with was not legitimate. Jeff was extremely helpful in directing us to places that were more legitimate and to organizations that could possibly help us out in a financial way. We are very pleased that we talked with Jeff.
Jeff Greenfeld has been my financial advisor for almost ten years. During my meetings I never feel rushed and he always takes the time to alleviate all my stress and confusion. I have total confidence and trust in his abilities, especially when it comes to financial advice for seniors. I would highly recommend him for financial planning issues.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here's The Rundown: Watershed Financial Solutions is one of the leading financial planners in Delta, Canada. Brian Brotherston is the founder of the firm. Over nearly a decade, Brian Brotherston has dedicated himself to his clients, building trustworthy, long-lasting relationships with those who invest in and find insurance solutions with him. He and his team's mission is to ensure that the wealth accumulated in a business or portfolio stays in the hands of the families who created it. Even in the event of injury or illness, a plan fortified with risk management strategies will allow for the continued accumulation of assets and a smoother transition to the next generation. As portfolio review specialists, they provide clients with customized retirement analyses. Above all, clients gain confidence and peace of mind by achieving their goals without chasing returns. They strongly believe in and implement a holistic approach in their business practices, having helped individuals and business owners manage risk and retirement planning needs.
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TOP 3 WATERSHED FINANCIAL SOLUTIONS REVIEWS
I would recommend Brian Brotherston to everyone. He has been so helpful with all of my financial needs for myself and my family
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Carman K Holmes - Edward Jones Carman K Holmes - Edward Jones](https://threebestrated.ca/images/CarmanKHolmesEdwardJones-Delta-BC.jpeg)
Here's The Rundown: Carman K. Holmes has had a successful tenure at Edward Jones in Delta, Canada. As an Edward Jones financial advisor, he prioritizes understanding your goals before making any financial investments. Carman works closely with his clients to achieve their long-term investment goals by identifying their objectives and risk tolerances and customizing their investment portfolios accordingly. The selection of investments in his clients' portfolios is tailored individually and may include equities or fixed-income investments. He conducts regular portfolio reviews to ensure alignment with their expectations and goals. Carman and his team welcome collaborating with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy leveraging everyone's expertise. Together, they can help you develop a personalized plan to achieve your financial goals.
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Sat & Sun: Closed
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TOP 3 CARMAN K HOLMES - EDWARD JONES REVIEWS
Carman's been doing my financial planning and RRSP's ever since he located his office in North Delta BC. What I like best about him is that he takes the time to explain things well, especially which investments are riskier than others, and which stocks, bonds and mutual funds are the safest for growth, etc. It's helped me make money decisions I'm comfortable with, and I've had some very good and steady growth in my portfolio as a result. I really trust his advice. You can contact him easily (almost impossible to do with my old financial advisor in Vancouver), parking is plenty and free, and the staff are always friendly and smile every time I arrive. One time they even took me and my wife for lunch across the street.
Carman deserves nothing less than a 5 Star. He also as an awesome team at the North Delta Office.
Very helpful and understanding would definitely use them again
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.