Unity Group Financial is a renowned Financial consulting firm in Huntsville, boasting a remarkable 70 years of combined experience among its team members. Their core mission revolves around empowering clients to reach their goals while providing the peace of mind to prioritize health, family, and lifestyle. In addition to their financial consulting services, they also extend their expertise to offer mortgage referrals and insurance products, including segregated fund policies. Cooper Schnurr, serving as the General Manager and Investment Representative of Unity Group Financial, is the driving force behind the firm's commitment to excellence. His evident passion for the investment aspect of the business is reflected in his continuous pursuit of education and his ambition to enhance both himself and the firm continually.
UNIQUE FACTS:
• Face to Face Conversations
• Online Appointment
• Certified Professionals.
3 Best Financial Services in Huntsville, ON
Expert recommended Top 3 Financial Services in Huntsville, Ontario. 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.
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.
Cooper is highly knowledgeable, and always goes above and beyond. He answers all my questions in a timely manner, and provides different options and approaches to investing that are reflective on my needs, goals and comfort.
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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Paton Financial Services Inc. operates as a Financial planning firm affiliated with Sun Life in Huntsville, Ontario. Their core belief centers around the notion that the actions you take today can have a lasting and positive impact, not only in the present but for generations to come. Their overarching goal is to assist you in achieving your aspirations, fostering a sense of financial security for your future. As business owners with a young family, they deeply understand the unique needs and challenges faced by families and entrepreneurs alike. Their clientele encompasses families, business owners, pre-retirees, and individuals on the cusp of retirement. Paton Financial Services Inc. collaborates closely with clients to gain a thorough understanding of their objectives. Their educational approach aims to empower clients to make well-informed decisions that align with their financial goals and aspirations.
UNIQUE FACTS:
• Online Appointment
• On-Site Services
• Certified Professionals.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
PATON FINANCIAL SERVICES INC. - SUN LIFE REVIEWS
Steve Paton did an excellent job in reviewing and transferring my investments. He was transparent about his own investment strategies using clear language that I could understand as a health care professional who isn’t well versed in financial matters. He also allowed me to invite a family member to one of our Zoom meetings. He went over my retirement goals in detail and we explored my options, including pros and cons with respect to the timing of retirement. I feel more confident about my retirement plans and would definitely recommend Paton Financial Services to anyone approaching retirement.
We have been very happy with our experience dealing with Steve Paton. He has proven to be well experienced in his field and we have great confidence in entrusting our financial plans with him. Greatly recommend!
Paton Financial (Steve) took the time to explain everything in detail when I had questions. He relived my mind from worry in many ways. I would highly recommend them.
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CI Assante Wealth Management is a well-known Financial planning firm based in Huntsville, Ontario, boasting an impressive 26-year track record. Their unwavering commitment is centred around delivering comprehensive wealth planning advice tailored to assist you in reaching your life and legacy aspirations. Their approach is all-encompassing, taking into account every facet of your financial situation to effectively address the intricacies of building and safeguarding your wealth. Your dedicated advisor at CI Assante Wealth Management possesses an intimate understanding of your unique financial needs, guiding you in retirement planning and securing your family's financial future. They collaborate with you to define and prioritize your goals, crafting a comprehensive wealth plan meticulously designed to propel you toward the realization of those objectives.
UNIQUE FACTS:
• 590+ Experienced Wealth Management Teams
• With 26 Years of Experience
• Online Appointment.
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Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CI ASSANTE WEALTH MANAGEMENT REVIEWS
We wanted you know how pleased we are with the growth of our Private Client Account and to let you know how grateful we are for you and your team, Joe and Mary. If you weren't available we could always rely on either one of them to help us out. It is always a pleasure to work with all of you and because of you and your team we can enjoy entering this new stage of full retirement.
Janine is the perfect example of somebody who isn’t just in the investment business, she’s in the financial advisory business and that encompasses your whole financial life; what your priorities are, and what your realities are, and how you can balance those, and potentially achieve far more than you thought you might be able to.
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.
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