Heidi Blondin Financial Inc. operates as a locally owned and operated financial service firm within Kingston. Heidi Blondin assumes the role of the firm's founder. Together with her team, Heidi is dedicated to assisting you in striking the perfect equilibrium between present living and the thoughtful planning of a robust financial future. Heidi Blondin Financial Inc. specializes in the realm of investment management services. The firm formulates strategies designed to expedite your journey toward financial accomplishment. Employing a comprehensive and expert approach, they address your financial and insurance priorities in a synchronized manner. The range of financial services offered focuses on creating and safeguarding family wealth. Additionally, Heidi Blondin Financial extends one-on-one coaching and enlightening workshops aimed at enhancing your knowledge, personal growth, and overall success. To commence your financial planning journey, do not hesitate to get in touch with them and set up your consultation.
UNIQUE FACTS:
• Builds Long Term Relationships
• Certified Financials
• Online Appointment.
3 Best Financial Services in Kingston, ON
Expert recommended Top 3 Financial Services in Kingston, Ontario. 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.
HEIDI BLONDIN FINANCIAL INC. REVIEWS
We have met with Heidi on 2 occasions to date. Once to get an impression, and once to move our insurance etc over to her. She takes a holistic approach to client care, focuses on the client's goals and has helped us to review our pensions, insurances and finances with the goal of reaching our financial goals going forward. So far our impression has been quite good and we are pleased with the services provided thus far. She replies quite quickly and provides many options to consider for each of our areas of concern, tailoring the choices to your identified needs and goals. I will be happy to update my impression later on after a period of service.
Heidi is a very organized, personable and intelligent lady. She values every client relationship and can truly help people achieve financial success.
Heidi is knowledgeable, trustworthy, and thorough. She truly cares about her clients and will go above and beyond to meet their expectations.
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Parasol Financial Solutions stands out as an autonomous financial solution provider situated in Kingston. Comprising a team of devoted professionals, the firm takes immense satisfaction in offering top-tier, personalized advice marked by the utmost professionalism. With a deep-seated commitment, Parasol Financial Solutions endeavours to establish meaningful connections and craft tailored strategies, all in the pursuit of guiding clients toward their financial aspirations. The firm possesses the ideal balance – compact enough to deliver a personalized touch to each and every client yet substantial enough to execute these services with excellence. Their clientele encompasses a diverse spectrum, ranging from established families and young families to retirees and individuals. An attractive aspect of Parasol Financial Solutions is their offer of free consultations, an expression of their genuine dedication to assisting clients in making informed financial decisions.
UNIQUE FACTS:
• Builds Long Term Relationships
• Onsite Services
• Online Appointment.
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Contact:
Working Hours:
Fri: 9am - 1pm
Sat & Sun: Closed
TBR® Inspection Report:
PARASOL FINANCIAL SOLUTIONS REVIEWS
I returned to Kingston after years of working in the GTA to retire. I required a financial advisor to turn my investments into a retirement income as I was reaching the age of 71. I found Parasol Financial Solutions and met with Shawna Grayling. I knew immediately I had found the right person and company, providing the level of service I required. They guided me through all that had to be done explaining the reasons. They followed up with the investment firm and kept me informed so that my level of security was solid. In all my 40 years in the business world I have never felt so satisfied with a firm as I have with Parasol. I highly recommend this company and all the staff members.
My husband and I purchased out of country coverage and cancellation insurance for a recent trip. We dealt with Shawna Taylor Greyling of HollisWealth and she was extremely helpful in going through all the information. I would recommend Shawna as the person to deal with for your insurance needs
I've been dealing with Sean for around a year and half now and couldn't be happier with how things have gone so far. Highly recommended!
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Caldwell Wealth & Estate Advisory emerges as a prominent player within Kingston's financial service landscape. The committed team collaborates closely with you, pooling efforts to realize your objectives and financial goals. The firm is under the leadership of its CEO and founder, Michael Caldwell. Caldwell Wealth & Estate Advisory extends its expertise to a diverse array of clients. By delivering effective and punctual solutions, the firm adeptly addresses areas such as risk management, tax intricacies, wealth accumulation, and strategies for transferring estates. Their offerings encompass strategic planning tailored for business proprietors and professionals, reflecting their adaptability to various client needs. A hallmark of their commitment is the pledge to assist you in developing a customized financial plan meticulously aligned with your unique circumstances. The financial services provided by Caldwell Wealth & Estate Advisory are both comprehensive and reasonable, underlining their dedication to your financial well-being.
UNIQUE FACTS:
• Strategic Planning for Business Owners & Professionals
• Onsite Services
• Online Appointment.
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Working Hours:
Fri: 9am - 12pm
Sat & Sun: Closed
TBR® Inspection Report:
CALDWELL WEALTH & ESTATE ADVISORY REVIEWS
One of the best decisions we have ever made is to invest in ourselves and business through a relationship with Caldwell - specifically Jason Stubinsky. Jason gets us and our goals, he see's our big picture and believes in it, assisting us and advising courses of action to get us where we need and want to be. It has been a very rewarding experience for us overall. Outside of the vast financial/investment knowledge and resources for insurance coverage and more - Jason is a personable, down to earth person who genuinely cares. We appreciate a comfortable environment where the expert works his magic, but is able to present it in not only a professional way, but also in context we understand!! We are always greeted with kindness and professionalism by all staff at Caldwell, and share our experience often with people. Thanks you.
I have worked with Dan Lambert and Michael Caldwell at Caldwell Wealth for nearly a decade. I have been very pleased about my experience with each of them. Dan and Michael are very knowledgeable, professional, and thorough. I would not hesitate to recommend Dan or Michael to any potential client.
It is comforting to know that Michael is not only concerned with our financial well being but also our personal and family concerns. I feel that this organization puts me first. Safety, security and honestly is what Caldwell provides.
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