Here's The Rundown: Goddyn & Associates Financial Services Inc. is a locally owned financial planning firm in Kamloops, Canada. Carol Goddyn is the firm's owner and senior advisor. As a professional advisor in financial and insurance solutions at Goddyn & Associates Financial in Kamloops, she believes there is a deep-rooted responsibility to provide the best remedies possible to all the individuals, families, and businesses who trust in her and their services. Her experience has shown that listening to and identifying clients' needs is essential to meeting each client's requirements and expectations. The firm helps individuals, families, and business owners by providing strategic advice tailored to their needs. They offer no-obligation quotes to clients.
3 Best Financial Services in Kamloops, BC
Expert recommended Top 3 Financial Services in Kamloops, British Columbia. All of our Financial Advisors actually undergo 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!
TOP 3 GODDYN & ASSOCIATES FINANCIAL SERVICES INC. REVIEWS
From the first time I met Stacey and till the end, she patiently and carefully listened to me, searched for what was the best of best, and guided me to my goal by over 100%. There may be other brokers who can help you get a mortgage loan faster or offer you a products with better rate. However, she thought together with me about what I could do to make my hopes, which I could only vaguely imagine, come true and made suggestions that suited me. She may be the only one who takes the time to interact with each her client carefully and provide products that are tailored to each individual client. I really appreciate that I found her.
I came to Stacey asking for an interview to get to know her experiences in the Financial Industry, but what I take out was more than expected. She was willing to provide her time to sincerely share her expertise, and what stood out the most were her values and her people-driven approach to doing business. I strongly recommend reaching out Stacey to set up a plan to achieve your financial goals.
Stacey at Goddyn and associates is my broker for insurance and my financial investments. I highly recommend her. She is passionate and knowledgeable, has such a warm and caring approach, and is so effective at giving sound financial/insurance advice. I feel like I’m in good hands with Stacey.
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Here's The Rundown: Corrigan Financial Group Inc. is one of the leading financial consultants in Kamloops, Canada. Bob Corrigan is the president and senior advisor of the firm. As a financial services industry veteran since 1977, he provides innovative solutions to his clients' problems. The Corrigan Financial Group team is one of BC's largest benefits consulting firms, with thousands of employees and their family members depending on the benefit plans they provide. They offer employers the strength of group buying power, cost-effective, customized solutions, and the comfort of working with an experienced client service team. They tailor any portfolio to meet your specific goals and needs. Bob Corrigan's dedication and decades of experience ensure clients receive personalized and innovative financial solutions. At Corrigan Financial Group, the team not only focuses on numbers but also on building lasting relationships.
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TOP 3 CORRIGAN FINANCIAL GROUP INC. REVIEWS
Jon has helped my family with many important decisions over the years, helping us realize the true value in having a plan. You can trust that he is always looking out for our best interest, is extremely knowledgeable and will go out of his way to find the answers to any questions you might have. I also admire how highly involved they are in the community, always volunteering for various events around town (and around the globe with Developing World Connections) ! I would highly recommend Corrigan Financial Group to anyone in need of Employee Benefit Plans, Financial Planning or Critical Illness and Life Insurance.
I was looking for someone to help us with a new life insurance policy. What I found was so much more! Jon was so incredibly patient and informative. He was available to answer all of my questions quickly and thoroughly. I really felt heard and informed making a decision that was right for our family, and appreciated the advice and flexibility he offered. Highly recommend Jon and his team. 1000%.
I have relied on Corrigan Financial Group Inc for personal financial advise for over a decade. Jon Corrigan takes the time to get to know you. This is valuable when assisting in financial, retirement and estate planning. He listens to my ideas and thought processes regarding what the next steps should be and he gives his professional advise. As others have stated, I appreciate the hands on approach. Thank you Jon and Ashley.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Spencer Watson - EDWARD JONES Spencer Watson - EDWARD JONES](https://threebestrated.ca/images/SpencerWatsonEDWARDJONES-Kamloops-BC.jpeg)
Here's The Rundown: Spencer Watson has had a successful tenure at Edward Jones in Kamloops. He is proud to say that he has been an Edward Jones Financial Advisor since 2010 and holds a Bachelor of Science in Genetics. Before joining Edward Jones, he worked in the healthcare sector. Some time ago, he took a course in stock trading out of personal interest, aiming to expand his market knowledge. By the end of the course, he decided to take an online test to become a Financial Advisor. Spencer Watson believes that listening is an advisor's most important quality. His team's mission is to understand what's truly important to their clients and create a personalized strategy to meet those goals. This plan is updated regularly to ensure they are on track for success. The firm strives to provide personalized advice to clients seeking specific goals.
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Fri: 9am - 5pm
Sat & Sun: Closed
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TOP 3 SPENCER WATSON - EDWARD JONES REVIEWS
Spencer Watson and his assistant, Susan Golding give impeccable service. Anytime I need assistance, even as we approach financial deadlines when I've left arrangements to the last minute, they make time to call me. Spencer suggests more ethical investment options to suit my values, and I've seen impressive growth in my portfolio. This truly is VIP service. Get your money out of the banks and into Spencer's hands! I wish I did so sooner. Thank you Susan and Spencer - what an efficient team you are.
Spencer and Susan are very knowledgeable while down to earth. Spencer truly takes the pressure off of investing, we always enjoy our meetings with him. I would reccomend any of my friends and family to see him for investment advice.
Very good at explaining what you are investing in and why. More than willing to go over what you want or what he recommends so you understand. Highly recommend.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.