Goddyn & Associates Financial Services Inc. is a locally owned and operated financial planning firm in Kamloops. The firm has over 26 years of experience in the financial service industry. Carol Goddyn is the owner and senior advisor of the firm. Goddyn & Associates Financial Services Inc. is a trusted source for insurance coverage and investment planning, handling all aspects of your finances, from life and mortgage insurance to RRSPs and benefits. The firm serves individuals, families and business owners. They provide strategic advice tailored to your needs. Goddyn & Associates Financial Services Inc. offers no-obligation quotes to clients.
Best Financial Services in Kamloops
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. You deserve only the best!
GODDYN & ASSOCIATES FINANCIAL SERVICES INC. REVIEWS
Stacey came in yesterday to personally help us with our group benefits package. She was super friendly and personable, she answered all of the little questions we had and gave us some great tips on how to navigate the process of being a new business. Highly recommend.
Stacey is the best! She helped me with life insurance, mortgage and now she has set me up to save for retirement. She even made a donation to my kids sports team fundraiser. Thank you again Stacey.
Stacey has helped my fiance and me with all of our finances for the last few years, because of her guidance, we were finally able to become homeowners. She goes above and beyond, and we are very grateful for everything she has done for us. We highly recommend Stacey to anyone looking to sort their finances.
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Corrigan Financial Group Inc. has over 45 years of experience in the financial service industry. Bob Corrigan is the president, senior advisor and chartered financial consultant. Corrigan Financial Group Inc. has delivered unparalleled benefits and financial services to public and private sector organizations. The firm provides personalized service to individuals, families and businesses in financial planning, insurance and employee benefits. They help you reach your goals with tailored solutions that meet your needs. Corrigan Financial Group Inc. customizes any portfolio based on your specific goals and needs.
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
Contact:
Working Hours:
Mon-Fri: 8am - 4:30pm
Sat & Sun: Closed
Sat & Sun: Closed
TBR® Inspection Report:
CORRIGAN FINANCIAL GROUP INC. REVIEWS
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 advice. As others have stated, I appreciate the hands on approach. Thank you, Jon and Ashley!
As small business owners, we appreciate Jon and Bob Corrigan's guidance and advice on business. Benefits are important to our employees and the custom package they put together is cost-effective and covers everything we need. Jon is so amazing in how he keeps our staff up-to-date on any changes with our plan, it takes the responsibility our plate.
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 in making a decision that was right for our family and appreciated the advice and flexibility he offered. Highly recommend Jon and his team.
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Spencer Watson is a financial advisor at Edward Jones in Kamloops. He has over 13 years of experience in the financial service industry. Spencer Watson primarily focuses on dealing with tax efficiencies, wealth strategies, estate consideration, wealth transfer and insurance. Edward Jones is an investment firm that believes your financial goals deserve a face-to-face conversation. The firm strives to provide personalized advice to clients looking to achieve specific goals. Their mission is to understand what's truly important to their clients and create an individual strategy to meet those goals.
Specialty:
Education Savings, Retirement Income Strategies, Wealth Protection, Social Security, Financial, Investment and Insurance Planning, Business Owner Considerations & Retirement Plans
Contact:
Working Hours:
Mon-Thu: 8am - 5pm
Fri: 9am - 5pm
Sat & Sun: Closed
Fri: 9am - 5pm
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 been looking after my investments for over four years. He is straight forward, honest and truly great at what he does. It's a pleasure to have someone I trust looking after my retirement dollars.
He has the unique ability to LISTEN! If your ever looking for a second opinion on your investments, he will be open and honest.
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