BEST RATED » KELOWNA BC » FINANCIAL SERVICES

The Best Financial Services in Kelowna

Handpicked Top 3 Financial Services in Kelowna, BC. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

SERVISS WEALTH MANAGEMENT

Since 2006

Wealth Management, Life Insurance Planning, Investment Planning, Estate Planning, Tax Planning, Charitable Giving, Registered Education Savings Planning, Business Planning, Portfolio Management, Cash Flow Management, Asset Allocation, Financial Planning, Risk Management, Family Office Services & Succession Planning

Provides their Clients with a Simple Process of Wealth Accumulation, Preservation and Generational Transfer of Assets by Designing and Implementing Strategies that are Personally Customized to their Individual Goals

info@servisswealth.com

servisswealth.com

Reviews

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

TBR® Inspection Report

1605 Pandosy Street, Kelowna, BC V1Y 1P6

REID & ASSOCIATES FINANCIAL SOLUTIONS LTD.

Since 2003

Risk Management, Wealth Accumulation, Debt Management, Efficient Tax Strategies, Estate Planning, Life and Health Insurance Planning, Pension Planning, Asset Allocation, Investment Planning, Employee Benefits Planning, Education Funds, Portfolio Management, Insurance Planning, Retirement Planning & Money Management

Offers a Variety of Products that Will Help you Build the Strongest Portfolio - They are Critical for Defining a Solid Framework for your Customized Plan

info@planfirst.ca

planfirst.ca

Reviews

Mon - Fri 7:30 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

101 - 1433 Saint Paul Street, Kelowna, BC V1Y 2E4

HOLLISWEALTH

Retirement Planning, Long Term Care Insurance Planning, Investment Planning, Mutual Funds, Estate Planning, Education Planning, Insurance, Liabilities, Risk Tolerance, Savings Planning, Risk Management, Tax-Free Savings Accounts, Retirement Income Planning, Registered Retirement Savings Planning, Annuities & Pension Planning

Expertise in Wealth Management - Provides their Advisors with the Tools they Need to Craft Holistic Solutions for their Clients

jeff.fulford@holliswealth.com

advisor.holliswealth.com/content...

Reviews

Mon - Fri 6:30 am - 4:30 pm
Sat & Sun Closed

TBR® Inspection Report

105-3140 Lakeshore Road, Kelowna, BC V1W 3T1