Goddyn & Associates Financial Services Inc. stands as a locally established and managed financial planning enterprise located in Kamloops. Boasting an extensive background of 26 years within the financial services sector, the firm boasts seasoned expertise in the field. At the helm of this establishment is Carol Goddyn, who serves as both the owner and senior advisor. Recognized as a reliable resource for insurance solutions and investment planning, Goddyn & Associates Financial Services Inc. adeptly manages every facet of your financial concerns. This encompasses an array of services, ranging from life and mortgage insurance to RRSPs and benefits. The firm extends its support to a diverse clientele, catering to individuals, families, and business proprietors. Their approach revolves around offering customized strategic guidance that aligns precisely with your unique requirements. Notably, Goddyn & Associates Financial Services Inc. extends the opportunity for no-obligation quotes, allowing clients to explore potential solutions with ease.
UNIQUE FACTS:
• 27 years of experiece
• Online Appointments
• On-Site Services.
3 Best Financial Services in Kamloops, BC
Expert recommended Top 3 Financial Services in Kamloops, British Columbia. 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.
GODDYN & ASSOCIATES FINANCIAL SERVICES INC. REVIEWS
Stacey has helped me for the better part of a decade now. Initially, she helped me setting up some solid retirement investments as well as an excellent life insurance plan. Since my family grew, each of my kids are also set up with education investment plans. Constantly growing her area of expertise, Stacey was able to act as my mortgage broker for the last property I purchased. She is a full package deal! Zero regrets here and always a pleasure to deal with.
Thank you so much Stacey for your help and support with my finances in retirement. Also being a wealth of information and support for my daughter as she starts her business. Highly recommend.
Stacey helped has helped me with insurance and mortgages. She knows her business inside and out to get the best coverage and rates possible for you. She works hard for her clients and does so this with honesty, care and a huge welcoming smile.
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Corrigan Financial Group Inc. boasts an extensive reservoir of expertise with a rich history spanning 45 years in the financial services sector. Heading the organization is Bob Corrigan, who serves as the president, senior advisor, and chartered financial consultant. Throughout its tenure, Corrigan Financial Group Inc. has been committed to delivering unparalleled advantages and financial solutions to both public and private sector entities. The firm stands out for its dedication to offering personalized assistance to individuals, families, and businesses in the realms of financial planning, insurance, and employee benefits. By tailoring solutions to your distinct requirements, they facilitate the achievement of your objectives. Corrigan Financial Group Inc. excels in crafting bespoke portfolios that align perfectly with your specific goals and needs, contributing to your financial success.
UNIQUE FACTS:
• Employee Benefit Plans
• Local & Personalized Service
• Community Support
• Online Appointments.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
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 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.
Bob, John , and staff couldn’t take better care of my business benefits, and financial planning needs. These guys are the best by far. They go above and beyond and are trustworthy and genuine people! Thanks guys.
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Spencer Watson assumes the role of a financial consultant Operating within Edward Jones in Kamloops. He holds his Bachelor of Science in Genetics. Accumulating a wealth of expertise over 13 years within the financial services realm, Spencer Watson brings a seasoned perspective to his practice. His primary areas of concentration encompass tax optimization, wealth strategies, estate planning, wealth transfer, and insurance considerations. Edward Jones, renowned as an investment institution, places a strong emphasis on direct human interaction in addressing your financial aspirations. The firm is unwavering in its commitment to extending personalized guidance to clients striving to attain specific objectives. Their overarching mission revolves around comprehending the genuine priorities of their clients and devising tailored strategies to fulfill those objectives effectively.
UNIQUE FACTS:
• Online Appointments
• Face-to-face conversations.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
SPENCER WATSON - EDWARD JONES REVIEWS
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!
Spencer has always given me sound advice with all my crazy investment ideas. He has always done his research and given me the best options to choose from.
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.
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