Parallel Wealth Financial Group Inc. emerges as a fee-for-service financial planning establishment that centers its efforts on the needs of pre-retirees and retirees. The firm extends its support to individuals who have diligently accumulated assets and now seek a clearer comprehension of the hows and whens of their retirement plans. The dedicated team at Parallel Wealth Financial Group Inc. is resolute in alleviating concerns while shaping a sound financial strategy, or alternatively, in serving as a liaison with associated portfolio managers. Operating as a partner in their clients' financial journey, Parallel Wealth aids in prudent saving, astute investment decisions, and judicious money management—all contributing to the realization of financial objectives and the cultivation of confidence in the years ahead. Through a collaborative approach, the firm aligns its interests with those of its clients, embarking on the retirement-building process together. Be it running a business, transitioning into retirement, nurturing a young family, or navigating any other stage in between, Parallel Wealth recognizes the uniqueness of each individual's needs and strives to provide tailored financial guidance.
UNIQUE FACTS:
• Financial Professionals
• On-Site Services
• Actionable Financial Advice
• Online Appointment.
Best Financial Services in Langley
Expert recommended Top 3 Financial Services in Langley, British Columbia. 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.
We have a strict “No Pay to Play” policy.
PARALLEL WEALTH FINANCIAL GROUP INC. REVIEWS
I am generally not Someone who tends to write reviews, but I will make an exception here. I accidentally came across Adams, YouTube videos a couple of years ago and found him quite interesting and knowledgeable. One of the things that greatly interested me what is the option to have Adam and his crew do a fee for services plan. I had never seen this offered in the financial services industry to this point, so after some research and deliberation, I reached out to him. He answered all my questions Honestly and quickly. I appreciate that. Long story short, we signed up for a full retirement analysis for both my wife, myself our operating Corp. and our holding Corp. What followed was almost overwhelming in terms of supportive paperwork and personalized videos, as well as zoom calls and of course plenty of emails . They left no stone unturned in my opinion. And certainly if I had any question of which they were very few because of the thoroughness, they were addressed promptly. I do not have a personal financial planner, and do everything myself in terms of future planning, but what Adam and his associates have supplied me with, has given me a perfectly clear road, with options that I can use moving forward. I would not hesitate to recommend Paralell wealth to anyone that is looking for either an advisor or a fee for a service program. Simply top-notch! Thank you all for your time, input and help.
We highly recommend the team at Parallel Wealth to everyone as they approach retirement. We started by watching Adam's videos on YouTube. That clear, unbiased and invaluable information was perfectly complemented by the comprehensive and clear plan we received from Brett. The peace of mind the plan provides is invaluable. We can now enter retirement with confidence knowing that we have a great plan in place which maximizes our income and minimizes our tax bills. A huge thank you to Adam, Brett and all at Parallel Wealth.
Great people. Scheduled a call and Adam himself called and answered all of my questions. Bought the fee for service plan and Jon put together a clear plan for me, then called to go through it and made some adjustments on my request. Very Pleased with Parallel Wealth.
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Cedar Rock Financial Group operates as a financial planning firm in Langley Township, British Columbia. They are characterized by a direct and personalized approach to managing their clients' financial matters. Leveraging a wealth of experience exceeding two decades as Certified Financial Planners, their mission revolves around several key components. They craft tailor-made financial plans for both you and your family using their state-of-the-art software. Among the plan's highlights, retirement planning stands as a significant focus, recognizing its singular importance—given that retirement occurs only once for everyone, their objective is to ensure you're firmly on the right trajectory. They acknowledge the substantial influence of financial success and well-being on all aspects of life and aspire to safeguard your interests across all life phases. Cedar Rock Financial Group's ultimate goal is to provide comprehensive care, fostering your financial security and overall quality of life.
UNIQUE FACTS:
• Simplify Your Financial World
• Organize Your Financial Information
• Protect Your Assets
• Help You Prosper.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CEDAR ROCK FINANCIAL GROUP REVIEWS
We (my husband and I) met with Jay in June 2023 for a consultation on planning for retirement. Jay provided very important information that we would have not known otherwise and that will have a significant positiv impact on our financial planning. We really appreciated that Jay took time to understand our situation and that he gave specific suggestions, based on our personal situation. Jay also provided a few ideas we had not considered before which will give us more options. Overall, we were very impressed with Jay's knowledge and experience. We are looking forward to future consultations.
Jay is an excellent advisor. He takes the time to explain our portfolio in a clear and concise manner. We are confident with our financial position (re having enough money in retirement) and would highly recommend Jay as a trusted financial advisor.
Jay & everyone at Cedar Rock Financial have been completely professional & helpful. No question has gone unanswered & with an explanation that even the most inexperienced investor can understand. We are so thankful for what they have done for us so far.
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Lane Cuthbert Financial operates as a proficient financial planner situated in Langley. As seasoned financial advisors, their role involves assisting families and individuals in comprehending their financial landscape while establishing attainable objectives, ultimately instilling confidence in their financial prospects. Furthermore, Lane Cuthbert Financial offers continuous financial guidance and consulting services, facilitating well-informed decisions aimed at realizing financial aspirations.
In addition to its core services, the firm collaborates with diverse insurance partners, presenting a range of options designed to safeguard your future. Through meticulous analysis of your requirements, they adeptly identify fitting insurance products to fortify your objectives. If you're looking to engage with Lane and delve into a discussion about your financial ambitions, don't hesitate to get in touch with them today.
UNIQUE FACTS:
• Customized Plan
• Free Meeting
• Online Appointment.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
LANE CUTHBERT FINANCIAL REVIEWS
My experience with Lane Cuthbert Financials has been so positive and truly a gamer changer finically. He’s not only a super friendly and personable guy, you can tell he actually cares about your well being. He takes the time to know your present and future financial goals and helps map out and guide you to actually achieve them. He’s well educated, highly driven and trust worthy. I’m grateful I have him in my corner, supporting and guiding my financial goals and look forward to working with him for years to come.
Lane is amazing. He really helped me see that I am not lost with my finances and there’s a way out and a way of living better. His budget structure makes so much more sense than anything I’ve tried before. I really feel more in control of spending and staying within my financial capacity. I’m excited to see where I will be in a few months to a year from now.
Lane has been amazing at helping me get my finances on track! He helped me create a budget that will get me to my goals quicker, while still maintaining a similar lifestyle as before. I have recommended him to lots of my friends and will continue to recommend him to everyone.
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