Here's The Rundown: Parasol Financial Solutions is an independent financial consultant in Kingston, Canada. The team takes pride in providing top-quality, professional investment and insurance advice with a personal focus. Their firm is small enough to provide personal service to every client but large enough to do it very well. As independent financial advisors working with the Investia Financial Services group of companies, they deal with all the major life insurance companies and mutual fund companies to ensure that their clients get the best choices and performance from their investment and wealth protection portfolios. Financial planning is very important to everyone, and Parasol Financial Solutions is here to help you achieve your personal financial goals. The team strives to build connections and develop strategies to help their clients reach their financial goals.
3 Best Financial Services in Kingston, ON
Expert recommended Top 3 Financial Services in Kingston, Ontario. All of our Financial Advisors actually undergo 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!
TOP 3 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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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here's The Rundown: Heidi Blondin Financial Inc. is one of the leading financial consultants in Kingston, Canada. Heidi Blondin is a certified financial planner and the founder of the firm. She is passionate about helping families eliminate debt, protect their loved ones, and live the retirement of their dreams. She enjoys providing families with personalized service in a comfortable and honest environment. Having worked in the financial services sector since 2007, Heidi founded her firm in 2013 to bring something she felt was missing from the financial planning sector. The team at Heidi Blondin Financial Inc. develops strategies to help accelerate your financial success. They provide financial services that focus on creating and protecting family wealth. They also offer one-on-one coaching and informative workshops to help you learn, grow, and succeed.
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TOP 3 HEIDI BLONDIN FINANCIAL INC. REVIEWS
After my husband passed away, I found myself in need of sound financial advice. I was thrilled to have Heidi in my life to lean on. She and her team at Cornerstone Wealth Planning helped me make some tough decisions and develop a plan for my future. Heidi has helped me build an investment portfolio that allows me to stay invested even when news headlines cause me to think otherwise. She has taught me many valuable strategies about investing. Heidi has a caring and honest approach. I would whole-heartedly recommend her to anyone needing solid financial advice.
Thank you for helping me put the right insurance in place to protect my family and I in the event of illness or death. I really appreciated the time you took to walk me through the many options. I learned a great deal throughout the process which allowed me to make an informed decision. In the end we put in place a nice combination of products to suit my requirements and budget. With proper coverage in place I have peace of mind knowing my family will be safe. Thanks again for all your help.
Heidi has been my trusted advisor and friend for several years. She and her team have provided sound financial guidance in the investment of my life savings. I am able to sleep at night knowing that they are invested according to my risk comfort levels. I also reap the rewards of various solutions that provide the most tax efficient income in my retirement. I would encourage anyone looking for a great Financial Advisor to call Heidi.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here's The Rundown: Alex Druskis is a Primerica Financial Representative in Kingston, Canada. He became a Primerica Financial Representative to help his neighbours and community achieve their financial and life goals through personalized investment strategies. His main priority is to create value and peace of mind for his clients. Whether you are interested in financial services, investment management, term life insurance, or a mortgage loan, he can help you find the right financial solutions to meet your needs. The team understands that everyone's financial journey is unique. They take the time to listen to your specific needs and goals, offering friendly and personalized advice. With them, you can feel confident you're getting the support you need to make smart financial decisions and build a secure future.
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TOP 3 ALEX DRUSKIS - PRIMERICA REVIEWS
I've had the pleasure of working with Alex Druskis for the past year, and I couldn't be happier with the service he provides. Alex takes the time to understand my financial goals and offers personalized advice that makes sense for my situation. He's always available to answer my questions and explain things in a way that's easy to understand. Thanks to his expertise, I feel much more confident about my financial future. I highly recommend Alex to anyone looking for a reliable and knowledgeable financial advisor.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.