3 Best Financial Services in Hamilton, ON

“Igneski Financial is led by owner and founder Louie Igneski. The team's goal is to create the best possible plan to achieve your financial dreams, help your business excel, and secure you and your family against hardship. Their personal service and professional performance ensure your utmost confidence in their company and their services. They take the time to listen to your goals, concerns, and dreams and then craft a customized plan that fits your needs perfectly. Rather than trying to fit your situation into a pre-packaged product, they tailor their services to your individual or company needs. They work with clients to determine their retirement strategy to achieve financial independence.

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“Safeguard Insurance and Financial Services Ltd.'s founder and financial advisor is Gaston Lord. He has been a professional financial planner for 20 years and has strived to achieve the highest level of education in financial planning and insurance, such as being a fraternal insurance counsellor and certified senior advisor. Lord has dedicated his career to helping his clients achieve their financial goals. He takes great pride in designing personalized financial solutions to meet the needs of families and business owners and protect what is important. The Safeguard Insurance and Financial Services Ltd. team believes in providing you with high-quality products and advice. Their services are available both in French and English. Training and continuing education are very important to them. They continue to build their breadth of skills, ranging from business/retirement planning to marriage preparation. Their goal is to provide you with comprehensive service, whatever your needs are, based on confidence and trust to build a solid foundation.

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“Lionspoint Financial Services' financial advisor at the firm is Paul Davis. With over 18 years of experience as a financial advisor, he has been helping individuals and families achieve their financial planning goals by advising on investment, insurance, tax, retirement, estate, and education savings plans. Working with a network of highly skilled professionals across the GTA, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives. At Lionspoint Financial, the team is committed to providing you and your family with the highest quality of service. Using proven approaches, they help plan futures by creating programs and portfolios that meet their clients' long-term financial goals. Their team comprises various financial experts who commit to ethics and integrity and always deliver unbiased recommendations and impartial guidance.

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