BEST RATED » KAMLOOPS BC » FINANCIAL SERVICES

3 Best Financial Services in Kamloops, BC

Expert recommended Top 3 Financial Services in Kamloops, BC. 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!

GODDYN & ASSOCIATES FINANCIAL SERVICES INC.

500 Victoria Street, Kamloops, BC V2C 2B2 DIRECTIONS

Since 1996

Here’s The Deal:
Goddyn & Associates Financial Services Inc is a locally owned and operated financial planning firm in Kamloops. The firm has been helping individuals, families and business owners to plan their future financial plans since 1996. Their team helps set up the right insurance policy to cover your assets to assist you in initiating a realistic and straightforward investment strategy. Goddyn & Associates Financial Services is a full-service financial practice in Kamloops, here for all your financial needs. They are dedicated, experienced, and passionate about what they do and the families; they help in their continued financial security. Their number one goal is to give you the best rates, advice, and service possible. Contact them to get a free initial consultation.

SPECIALTY:
Life, Term and Critical Illness Insurance, Mortgage, Complete Customized Portfolios, Investment and Succession Financial Planning, Cash Flow, Tax and Portfolio Management, Future Education & Retirement Plans

[email protected]

goddynfinancial.com

Reviews | Write a Review

Mon-Fri: 9am - 5pm
Sat & Sun; Closed

TBR® Inspection Report:

CORRIGAN FINANCIAL GROUP INC.

103-418 St Paul Street, Kamloops, BC V2C 2J6 DIRECTIONS

Since 1977

Here’s The Deal:
Corrigan Financial Group Inc has been providing exceptional financial service since 1977. They are a unique firm that combines today’s tools and technology with forward-thinking to create superior group benefit plans for businesses, small or large. The team provides personalized service to families, individuals, and businesses in financial planning, insurance and employee benefits. They offer employers the strength of group buying power, the cost-effectiveness of customized solutions and the comfort of working with an experienced client service team. Their financial advisors help guide their clients through the complexity of their benefit plans. Corrigan Financial Group Inc also helps couples make collective decisions about their future together and beyond.

SPECIALTY:
Financial and Retirement Planning, Wealth Management, Healthcare Spending Account, Group Registered Retirement Savings Plan, Life, Critical Illness and Disability Insurance, Mortgage, Pension Plans, Employee Group Benefits & Insurance Solutions

[email protected]

corriganfinancial.com

Reviews | Write a Review

Mon-Fri: 8am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

SPENCER WATSON - EDWARD JONES

546 Saint Paul Street, Unit 180, Kamloops, BC V2C 5T1 DIRECTIONS

Since 2009

Here’s The Deal:
Spencer Watson is a financial advisor at Edward Jones in Kamloops, BC. He has been in the financial services industry for over 11 years. Spencer believes the best way to build and preserve your financial future is with a long-term approach to investing. Edward Jones company offers a consultative, individualized approach to addressing your financial needs, including education savings, retirement planning and insurance. Their mission is to understand what's truly important to their clients and create an individual strategy to meet those goals. They might be commission-based, fee-based, fee-only or a combination of approaches. Contact them to request an appointment.

SPECIALTY:
- Retirement Savings, Education Savings and Retirement Income Strategies, Wealth Protection, Social Security, Financial, Investment and Insurance Planning, Business Owner Considerations & Retirement Plans

Request an Appointment

Send Email

edwardjones.ca/ca-en/fina...

Reviews | Write a Review

Call For Hours

TBR® Inspection Report: