Here's The Rundown: 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. The team of Financial Professionals offers on-site services, providing actionable financial advice and the convenience of online appointments.
3 Best Financial Services in Langley, BC
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TOP 3 PARALLEL WEALTH FINANCIAL GROUP INC. REVIEWS
I have been following Adam on Youtube for a number of years and am thankful for all the guidance in dealing with a very uncertain world of advisors at banks, etc. and learning more about the financial planning process. I heard some good feedback from friends of some of your BC clients in the Blossom Social Investing App Community and have shared my wonderful fee-only financial planning experience with Michael with a number of folks nearing/ in retirement that are seeking such services with the community. Its my "first" ever financial plan ever and someone in the Blossom community asked if it was worth getting a plan from Parallel Wealth? Most definitely! Having a solid plan that takes the guess work out of planning income, tax efficiency and is tailored to what I want out of this next stage of life are all the items that I received with your valuable resources and customized plan summarized in videos, pdfs, and spreadsheet . Its well worth the time and effort. Thank you Michael for preparing an amazing plan for me and I look forward to working with you in the future when I need further assistance with the plan.
For the past year I have followed Parallel Wealth’s on-line program and thought they should have a look at our retirement planning as we are 3-4 years out. What an amazing experience. The information presented provided a road map to taxes, pensions, and spending. There were questions, and much needed discussion regarding, for example, purchasing of cars and saving for weddings. The team thought of everything. The overall process added clarity and comfort that we have indeed taken the slow and steady approach to financial stability. This is an amazing company with everything so well laid out. I give the entire team, with a special call out to Brett, a sincere thank you! Job well done.
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 - John E.
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![Cedar Rock Financial Group Cedar Rock Financial Group](https://threebestrated.ca/images/CedarRockFinancialGroup-Langley-BC.jpeg)
Here's The Rundown: Cedar Rock Financial Group is one of the leading financial planners in Langley, Canada. Jay Brecknell is the firm's certified financial planner. He is passionate about making a difference in people's lives by helping them set and reach their goals and dreams through proper financial planning. The Cedar Rock Financial Group team has a straightforward, personal approach to managing their clients' finances. They understand that their clients have unique goals and aim to create strategies that align with their aspirations. Working together, they set measurable targets and build plans that produce results. They continually build relationships with specialists who assist their clients through complex financial circumstances. This approach saves their clients valuable time in finding the right experts and ensures they are matched with the best experts in the industry.
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TOP 3 CEDAR ROCK FINANCIAL GROUP REVIEWS
We started looking for a financial planner and retirement planning company to work with us to provide us with a more concrete plan to work on for our future. We came upon Jay and Chris at Cedar Rock Financial we met with them multiple times and they were very professional and patient with all the many questions we had and pointed us in the right direction to double check the facts about a switch to their services. Jay has provided us with all the the details we were looking for and we have been working with them for just about a year now. Very happy with the level of service we are provided along with his staff who ensure all information and documents are in order. Looking forward to the years ahead.
I contacted Cedar Rock Financial looking for a financial planner. I met with Jay and was impressed by his knowledge and professionalism. After a few more phone calls in which Jay answered all my questions i decided to work with Cedar Rock and their Investment partners. I am pleased with the direction my investments are taking and look forward to getting my financial plan. I highly recommend Cedar Rock Financial.
Contacted Cedar Rock Financial Group to answer some questions regarding the investments we currently have through another institution. Jay took the time to understand our needs and goals, and provided valuable information to help us make future decisions. I really appreciate his time and effort - he's super knowledgable.
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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.
![Lane Cuthbert Financial Lane Cuthbert Financial](https://threebestrated.ca/images/LaneCuthbertFinancial-Langley-BC.jpeg)
Here's The Rundown: Lane Cuthbert Financial is a top-notch financial consultant in Langley, Canada. Lane Cuthbert is the founder and licensed financial advisor of the firm. He specializes in helping families and individuals understand their finances, set practical goals, and make wise investments for a confident financial future. At Lane Cuthbert Financial, the team knows you want to build a successful and stable financial future. They believe saving for your future doesn’t need to be complicated. They help clients like you cut through the confusion and build secure financial futures. With their support and a custom strategic plan, you can earn, invest, and spend your money confidently. Lane Cuthbert Financial has served over 240 clients and built over 300 custom financial plans. They have taught over 25 financial seminars, reaching more than 2,500 individuals. Contact them today to meet with Lane and discuss your financial goals.
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TOP 3 LANE CUTHBERT FINANCIAL REVIEWS
Lane is patient, understanding, and incredibly knowledgeable when it comes to finances. He set me up for success and doesn't judge some of my spending decisions. In fact, he understands that everyone has their guilty pleasures and helps you navigate how to budget accordingly. I can't recommend Lane enough whether you're a single person or a family. Thanks for everything, Lane.
Lane is incredible! Not only is he creative and meticulous his financial guidance but he is also so easy to talk to and fun to be with. That has helped my husband and I feel confident discussing our finances and feeling like we can open up and share what is hard. We could not recommend him more highly! He has helped us so much to see areas of opportunity in our financial planning and we are saving more money for our future while also experiencing more financial freedom! Thank you, Lane.
Lane has been an enormous blessing to our family. He goes above and beyond to present us with all the options when it comes to financial management and investing. He is kind, positive, knowledgeable and genuinely cares about what’s best for us. Not only has he looked after us but our parents as well. We can’t say enough good things about Lane. Please do yourself a favour and get in touch with him. You won’t regret it.
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.