Rubbix Risk & Wealth Management is a well-known professional financial brokerage firm located in Grande Prairie. They focus on completing the process with perfection. They provide investments, insurance, cash flow management, tax, estate, and retirement planning. They meet with clients regularly to evaluate their whole financial plan. They have access to well over 20 different companies for your insurance, investment and group benefit needs. They offer their clients customized financial plans, whether individual or corporate. They have access to various professionals to provide their clients with priority & discounted services. They take pride in their ability to deal with all aspects of financial planning.
Best Financial Services in Grande Prairie
Expert recommended Top 3 Financial Services in Grande Prairie, Alberta. 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. You deserve only the best!
RUBBIX RISK & WEALTH MANAGEMENT INC. REVIEWS
I was referred to Mitch a few years ago. I'm glad I took the referral and since then I've had multiple meetings with him. He always takes the time to answer my questions and will ensure I know exactly what options are available for my personal situation. Mitch is a professional in his line of work, knowledgeable and cares about his clients. My family and I are at ease knowing he's in our corner for the future.
Mitch has been wonderful to work with. He always has our families best interests in mind. He’s professional, educated and respectful. He was patient and provided thorough answers to our questions. Having financial freedom is our goal, Mitch will help make that happen. Highly recommend him!
Mitch is excellent to deal with. His expertise allows him to creatively fine tune my small businesses benefits program to exactly suit our needs. He went over and above to ensure everything was as smooth as possible. Thank you for your effort Mitch!
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Plant-it Financial Corporation is a well-renowned Financial planner in Grande Prairie, Alberta. Plant-it Financial Corporation's goal is to create a financial planning approach that clarifies and defines your priorities. Their well-qualified team assesses your total financial security planning needs regarding retirement, insurance, major purchases and education. They can access many carriers and plan options, including insured and self-insured plans. Plan-it Financial Corporation helps people create financial plans (including insurance) to meet personal and business goals. In addition, they use a proven process based on the four cornerstones of financial security, which cover death, income protection, retirement and liquidity.
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PLAN-IT FINANCIAL CORPORATION REVIEWS
Friendly, knowledgeable, professional and efficient! You won't find a better group of people to look after your hard-earned money. We've been working with Plan-it for a number of years now for different types of investments, insurance and health care plans. They go above and beyond to make sure you're well taken care of! You'll watch your money grow and have peace of mind, knowing your advisor is personally invested in your well-being.
I would like to thank Myste and her staff for the care I was given when setting up my RRSP. They followed up on every process to ensure my requirements were meet and went beyond assisting with my retirement review. Highly recommend the services.
Janet takes her client's individual needs and concerns into account, so you get a customized plan just for you. I would highly recommend her
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Mike Hoehn is a financial advisor at Edward Jones in Grande Prairie, Alberta. He believes it's essential to invest your time to understand what you are working toward before you invest your money. He tells the important to understand the level of risk you are comfortable accepting when investing. They can balance it with the steps necessary to reach your long-term goals. Their firm advisors can work together to develop specific strategies to help you achieve your goals. They can also monitor your progress to ensure you stay on track or determine if any adjustments need to be made. It is a financial services firm dedicated to serving the needs of individual investors.
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MIKE HOEHN - EDWARD JONES REVIEWS
Mike is such a great guy, he really knows what he’s talking about and has such a passion for it! He helps me and my family in so many ways and helped set us financially straight so we are on the path we want to be on for our future and for our retirement. He worked with my mom and “convinced” her to do things I’ve been trying to tell her to do for years! Now she is headed out of the hole and looking forward to financial freedom all because of mikes great and honest advice! And it was zero benefits to him he genuinely cares about people and they are well being and wants everyone to retire comfortably if not better!!
I've known Mike for 3+ years and I can tell you he is always in the know for the latest investment stocks with great buys. I have received some investing tips and in a lot of cases, Mike was dead on with the stock value rising based on his financial projections. If you are looking to invest money I would highly recommend a sit-down conversation with Mr. Hoehn, well worth your time!!!
Working with Mike Hoehn, you can't help but realize this man knows his stuff. He understands the market, its trends, and always is willing to give helpful information and guidance. I would recommend, and do, Mike Hoehn to anyone who wants to work towards and achieve financial freedom!
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