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3 Best Financial Services in Kitchener, ON

Expert recommended Top 3 Financial Services in Kitchener, ON. 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!

HOWLETT FINANCIAL PARTNERS

100-51 Breithaupt Street, Kitchener, ON N2H 5G5 DIRECTIONS

Here’s The Deal:
Howlett Financial Partners (HFP) is a not-for-profit, cooperative partnership built to promote collaboration among a group of diverse Financial Professionals. Nate Howlett is the founder of the firm. Howlett Financial Partners (HFP) provides an all-encompassing approach to financial planning focusing on delivering high-quality outcomes in alignment with an individual’s financial goals. The firm establishes a long-term working relationship to implement planning recommendations. They bring all the professionals needed together in one location to present a comprehensive financial plan. Howlett Financial Partners (HFP) offers free consultations to clients.

SPECIALTY:
Estate, Retirement Planning, Asset Management, Tax Planning, Insurance Planning, Succession Planning & Business Planning

Price: Financial Planning Process - Starts from $1,000

Schedule Consultation

[email protected]

howlettfinancial.com

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Mon-Fri: 10am - 8pm
Sat & Sun: Closed

TBR® Inspection Report:

LIANA CARVALHO - SUN LIFE FINANCIAL

178 Victoria Street South, Kitchener, ON N2G 2B9 DIRECTIONS

Since 2007

Here’s The Deal:
Liana Carvalho is a Financial Planner at Sun Life and President of Lucerna Financial Services Inc. She has over 15 years of experience in the financial industry. Liana Carvalho provides a multi-faceted approach to financial planning that provides the base for clients to prepare for non-controllable events, priorities and asset accumulation. She offers a wide variety of investments, life insurance, health insurance, disability insurance, critical illness insurance and long-term care insurance services to clients. She is proficient in English and Portuguese. Liana Carvalho works closely with you to fully understand your specific situation and goals.

SPECIALTY:
Income, Investment, Financial, Pension, Retirement, and Registered Savings Planning, RRSP, TFSA, Non-Registered, Life Insurance, Assets and Debts, Health, Personal Health, Critical Illness and Long Term Care Insurance, Mutual & Segregated Funds

[email protected]

advisor.sunlife.ca/liana....

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

AHMET JAKUPI FINANCIAL SOLUTIONS INC

69 Glasgow Street, Kitchener, ON N2G 2G8 DIRECTIONS

Since 2009

Here’s The Deal:
Ahmet Jakupi Financial Solutions (AJFS) is a leading integrated solutions private wealth management firm in Kitchener. Ahmet Jakupi is the chief strategist of the firm. He and his team members provide full integrated private financial advisory. He is proficient in Albanian, Croatian and English. Ahmet Jakupi Financial Solutions specializes in providing knowledgeable and attentive financial services to businesses and high-net-worth families. The firm also offers insurance and tax preparation services. They use reasonable, intellectually sound strategies for providing custom-tailored financial solutions. Ahmet Jakupi Financial Solutions is commited to providing highly qualified financial services to clients.

SPECIALTY:
Estate, Legacy, Retirement, Succession and Generation Planning, Debt Restructuring, Corporate Governance, Tax Strategies, Cash Flow Analysis and Budgeting, Group Benefits Plans, Specific-Purpose Funding, Insurance & Mortgage/Refinancing

[email protected]

linkedin.com/in/ahmetjakupi

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: