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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 undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Kamloops financial service Goddyn & Associates Financial Services Inc.
Kamloops financial service Goddyn & Associates Financial Services Inc.
Kamloops financial service Goddyn & Associates Financial Services Inc.
Kamloops financial service Goddyn & Associates Financial Services Inc. video
9+ YEARS IN TBR
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GODDYN & ASSOCIATES FINANCIAL SERVICES INC.

(4.9 Score)
3593 Mountainview Place,
Kamloops, BC V2B 7B4 Directions

Since 1996

Specialty:

✓ Financial Consulting ✓ Investments ✓ Pension Plan ✓ Locked-In Retirement Account (LIRA) ✓ Registered Retirement Savings Plan (RRSP) ✓ Annuity ✓ Tax-Free Savings Account (TFSA) ✓ Registered Education Savings Plan (RESP) ✓ First Home Savings Account (FHSA) ✓ Non-Registered Investment ✓ Mortgage Insurance ✓ Life Insurance ✓ Health and Dental Insurance ✓ Critical Illness Insurance ✓ Mortgages

“Goddyn & Associates Financial Services Inc. is a locally owned and operated firm. They are experienced, dedicated, and passionate about what they do and the families they assist in their continued financial security. Led by experienced financial advisor Stacey Vair. She is a proud partner and Wealth Strategist at Goddyn & Associates Financial Services Inc. She strives to build on their current financial knowledge and together create a wealth strategy that is simple to do and yields the desired results. Goddyn & Associates Financial Services Inc. team is dedicated to helping you achieve long-term financial stability and peace of mind. The firm helps individuals, families, and business owners by providing strategic advice tailored to their needs. Evening and weekend appointments are available by request. You can contact them to book an appointment for a consultation.”

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License #BC0718283

Contact:

(250) 374-2138

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

TBR® Inspection Report:

Kamloops financial service Corrigan Financial Group Inc.
Kamloops financial service Corrigan Financial Group Inc.
Kamloops financial service Corrigan Financial Group Inc.
Kamloops financial service Corrigan Financial Group Inc. video
9+ YEARS IN TBR
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CORRIGAN FINANCIAL GROUP INC.

(4.9 Score)
418 St Paul Street, Suite 103,
Kamloops, BC V2C 2J6 Directions

Since 1977

Specialty:

✓ Financial Planning ✓ Employee Benefits ✓ Group RRSP ✓ Registered Pension Plans ✓ Life Insurance ✓ Critical Illness Insurance ✓ Disability Insurance ✓ Combination Insurance (Life ✓ DI ✓ CI) ✓ Business Insurance (Key Man and Buy/Sell) ✓ Mortgage Insurance ✓ Travel Insurance

“Corrigan Financial Group Inc.'s president and senior advisor is Bob Corrigan. As a financial services industry veteran since 1977, he provides innovative solutions to his clients' problems. Corrigan Financial Group Inc.'s 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 Inc., the team not only focuses on numbers but also on building lasting relationships.

2025 Update: Corrigan Financial Group Inc. has delivered unparalleled benefits and financial services to public and private sector organizations throughout the BC Interior.”

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License #BC0659385

Contact:

(250) 314-0233

Mon-Thu: 8am - 4:30pm
Fri-Sun: Closed

TBR® Inspection Report:

Kamloops financial service Wealthy Roots Financial
Kamloops financial service Wealthy Roots Financial
Kamloops financial service Wealthy Roots Financial
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WEALTHY ROOTS FINANCIAL

(4.7 Score)
500 Victoria Street,
Kamloops, BC V2C 2B2 Directions

Since 2019

Specialty:

✓ Investments ✓ Retirement Planning ✓ Life Insurance ✓ Mortgage Insurance ✓ Critical Illness Insurance ✓ Disability Coverage ✓ Estate Planning ✓ Group Savings Plans ✓ Group Benefits ✓ Health and Dental Plans ✓ Travel Insurance

“2025 Update: Wealthy Roots Financial is a company built on the foundation of caring. Shelby and Sandy are true Kamloopsians who have planted their roots and look forward to growing here. Shelby is a third-generation financial advisor following in the footsteps of her mother, Sandy, and Aunt Peggy. She is also a Certified Financial Planner. She has achieved her Chartered Life Underwriter designation, Certified Health Specialist, Certified Executor Advisor, and Certified Professional Consultant on Aging. The team's number one goal is to deliver excellent service, all the while building lasting relationships with their clients. They are all about making a holistic approach when it comes to your personal finances and insurance needs. They believe in making investing and obtaining insurance coverage simple and convenient for their clients.”

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Contact:

(250) 828-2800

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

TBR® Inspection Report:

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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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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.

WEALTHY ROOTS FINANCIAL REVIEWS

We were with two of the largest investment firms in Canada for several years, and had minimal service or results from our investments. In the first year with Wealthy Roots we've had more contact, meetings, recommended actions and investment growth than we saw in several years with the big firms. It's nice to not only be acknowledged, but also have results! Shelby and Sandy are lovely to work with, and are loaded with information and advice that is not focused on what's in it for them on investments, insurance and much more.

I highly recommend Wealthy Roots. They have given me peace of mind knowing that they are on top of things. Any requests or inquiries are handled in a timely manner. Sandy and Shelby have managed my financial portfolio successfully for close to 5 years. The service they provide is exceptional.

Shelby and Sandy are the best. They are super knowledgable and helpful with any questions or concerns. They truly care for their customers.

TBR® Inspection Score Report

GODDYN & ASSOCIATES FINANCIAL SERVICES INC. Total Inspection Points: 118/120
Business Hours: 9
Complete Info: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

CORRIGAN FINANCIAL GROUP INC. Total Inspection Points: 117/120
Business Hours: 9
Complete Info: 9
Review Analysis: 9
Business Images: 10
Contact Info: 10
Current Evaluation: 10
Exact Services: 10
Experience: 10
Location Proximity: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

WEALTHY ROOTS FINANCIAL Total Inspection Points: 112/120
Complete Info: 8
Experience: 8
Business Hours: 9
Business Images: 9
Responsiveness: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Standard: 10

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