Unity Group Financial is a famous Financial consultant in Huntsville with 70 years of combined experience. Their mission is to help clients achieve their goals and allow them the peace of mind to focus on health, family, and lifestyle. Additionally, they offer Mortgage referrals and insurance products, including segregated fund policies. Cooper Schnurr is the General Manager and Investment Representative of the Unity Group Financial. His passion for the investment side of the business is evident through his continued education and ambition for improving himself and the firm.
Best Financial Services in Huntsville
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UNITY GROUP FINANCIAL REVIEWS
Cooper and the Unity Group team are the epitome of knowledgeable and approachable. As someone with limited investing knowledge, Cooper patiently walked my wife and I through the investment process, options, and realistic outcomes and took the time to make sure we were fully comfortable with our choices. He answered all of our questions in detail and took the time to make sure we truly understood. He was upfront, honest, dealt with us in plain terminology we could easily understand, and was always available for a follow up question or concern. Thanks to Cooper, my family has a clear picture of our financial standing, future and what steps we need to take to reach our goals.I cannot recommend Unity Group enough.
We have been very impressed by the approachable nature and comprehensive knowledge of Cooper at Unity Group. He understands that we wish to have savings and investments while acknowledging that have kids, expenses, and a life we need to live right now... and how to best help us achieve all of those goals. We highly recommend Unity Group.
Cooper is a very personable. He is very knowledgeable and takes his time to explain. His main goal is to educate so that you can make the right decision and also know why it is the right decision.
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CI Assante Wealth Management is a well-known Financial planner in Huntsville, Ontario, With 26 years of experience. They are committed to providing you with complete wealth planning advice to help you achieve your life and legacy goals. Their comprehensive approach considers each piece of your financial situation to solve the puzzle of building and preserving your wealth. Their advisor knows your financial needs and helps you plan for retirement and save for your family’s future. In addition, they will help you define and prioritize your goals and build a comprehensive wealth plan to help you achieve them.
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CI ASSANTE WEALTH MANAGEMENT REVIEWS
Very knowledgeable advisors who have helped us with our investments for many years. Staff at Assante are always professional, pleasant and happy to help. Highly recommend Assante's in Huntsville
Fantastic and friendly place. Tony is a great financial advisor. Friendly, patient and professional. Always willing to go the extra mile for you
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Eleni Panoulias is one of the renowned Financial planners in Huntsville. She holds an Honors Degree in Economics from the University of Ottawa. She has been working in the financial services industry since 1988. She was a Commercial Relationship Manager in the Simcoe Muskoka area. Eleni Panoulias have focused exclusively on financial planning and fostering strong client relationships. She is currently working in TD financial planner firm. TD financial planner helps with your retirement planning and provides financial peace of mind in the years leading up to retirement planning. In addition, their team offers planning for the cost of education as a process that can help provide your children with the opportunity to pursue the education and training they need to start their careers.
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ELENI PANOULIAS - TD FINANCIAL PLANNER REVIEWS
They comprehensive financial plan that helps to protect what you’ve worked hard to build
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