3 Best Financial Services in Edmonton, AB

“McGuire Financial Group offers a sound, long-term financial plan to grow your assets to their fullest potential. They will integrate your tax optimization needs, insurance requirements, and estate planning into a comprehensive financial plan. At McGuire Financial Group, their goal has always been for their clients to save money for their retirement, be protected in the event of a disability, and when the day comes that they are no longer with them, to take care of their loved ones through life insurance. They explore if their services fit your needs, then explain and document the services to be provided and define the key roles and responsibilities in the engagement. They will ask about your financial situation and personal and business goals, and assess your tolerance to risk. The team then gathers all necessary documents and financial information at this stage before giving you any sound advice.

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“4 Pillars Financial Wellness Advocate offers a wide range of services, including budgeting, debt consolidation, consumer proposals, and more. Pradeep Padmanabhan has extensive experience in the field, helping individuals, families, and businesses manage their financial challenges. Their mission is to empower their clients to live financially healthy lives. 4 Pillars Financial Wellness Advocate's main values encompass honesty, integrity, passion, empathy, and respect. They provide budgeting advice and access to credit-building resources. Their experienced team offers debt help, credit rebuilding, and financial advocacy services. 4 Pillars Financial Wellness Advocate is committed to helping clients achieve a debt-free life and a brighter financial future. You can also book a free consultation with them to explore your options.

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“Blackburn Davis Financial Inc.'s partner is John Davis. He is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Investment Manager (CIM®), and member of the Society of Trust and Estate Practitioners (TEP) with over 30 years of experience in the financial planning field. Before helping found Blackburn Davis Financial Inc. in 2001, he was a marketing consultant with a major life, disability, and group insurance brokerage company. The Blackburn Davis Financial Inc. team focuses on wealth management and retirement planning, but also advises on risk management and estate planning. Their unique business model involves referring clients to discretionary portfolio managers as their primary investment solution. The team offers in-person and video appointments to their clients. They are based in Edmonton, AB, but serve clients across Western Canada.

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