3 Best Financial Services in Kamloops, BC

“Goddyn & Associates Financial Services Inc. firm's owner and senior advisor is Carol Goddyn. 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.”

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“Corrigan Financial Group Inc. president and senior advisor of the firm is Bob Corrigan. 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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“Spencer Watson has had a successful tenure at Edward Jones. 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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