Greenfeld Financial Management has proudly catered to the residents of South Delta as a comprehensive financial planning center for a quarter of a century. As an independent wealth management firm, they are committed to providing you with an exceptional client experience. They educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values. Within the realm of Greenfeld Financial Management, the focus extends to crafting a retirement that precisely matches your envisioned lifestyle. Their portfolio recommendations stem from a blend of fee-based and non-fee-based options. By striking the right balance between financial services and strategies that harmonize with your requirements, the firm empowers you to seize control of your financial destiny. The satisfaction derived by Greenfeld Financial Management is immeasurable when aiding you in accomplishing your wealth management aspirations. Embracing the principle of enhancing accessibility, the firm extends a free consultation to initiate your journey toward financial well-being.
UNIQUE FACTS:
• Over 29 Years of Experience
• Exceptional Client Experience
• Online Appointment.
Best Financial Services in Delta
Expert recommended Top 3 Financial Services in Delta, British Columbia. 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.
We have a strict “No Pay to Play” policy.
GREENFELD FINANCIAL MANAGEMENT REVIEWS
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.
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.
After comparison shopping with other brokers, I sought the services of Jeff Greenfeld. Though he saved me a lot of money, he told what I should not be frugal about, lest such frugality would forfeit coverage in the event of an accident or poor health. Jeff was most professional.
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Watershed Financial Solutions stands tall as a prominent financial service enterprise within Delta. Its establishment stemmed from the profound necessity to equip clients for an unpredictable financial trajectory. Taking the reins as CEO is Brian Brotherston, who guides the firm with expertise. Watershed Financial Solutions ardently upholds and employs a comprehensive approach within its operational ethos. Their core ethos revolves around recognizing concerns, proactively addressing challenges, and offering resolutions as individuals navigate crucial financial decisions, thus securing their financial trajectory. The firm's unwavering dedication hinges on offering all-encompassing solutions that pave the way for optimal futures for both families and business proprietors. With the intent of facilitating easy access, Watershed Financial Solutions furnishes calculators on its website, exemplifying its commitment to convenience for clients.
UNIQUE FACTS:
• Strategies for Families
• Customized Solutions Based on You
• Minimize Risk
• Online Consultation.
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Working Hours:
Sat: 12pm - 5pm
Sun: Closed
TBR® Inspection Report:
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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South Delta Financial Group is committed to providing a personalized approach to your financial goals. The collective experience of the team at South Delta Financial Group surpasses 50 years within the financial services sector. Across a spectrum of services, South Delta Financial Group extends comprehensive financial planning and investment solutions. Within every interaction, they furnish a treasure trove of knowledge, effective communication, and hands-on engagement to cater to each individual and family's unique needs. The services provided include thorough retirement planning, strategic tax strategies, and meticulous estate planning. By combining a well-rounded mix of financial services, unwavering support, and adept guidance, South Delta Financial Group endeavours to tailor a solution that impeccably resonates with you and your family.
UNIQUE FACTS:
• A Personalized Approach
• On-Site Services
• Online Consultation.
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Working Hours:
TBR® Inspection Report:
SOUTH DELTA FINANCIAL GROUP - RAYMOND JAMES REVIEWS
The key to effective financial planning is the ability to take into account all relevant aspects of your financial situation and to identify and analyze your unique objectives.
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