Parallel Wealth Financial Group is a fee-for-service financial planning firm dedicated to pre-retiree and retiree planning and supporting individuals who built up their assets and want a better understanding of how and when they can retire. Their team focuses on easing your mind and creating a financial plan or being your point of contact with partnered portfolio managers. Parallel Wealth helps clients save, invest and manage their money wisely to achieve their financial goals and feel confident about the future. They invest alongside their clients and walk with them during the retirement building and implementation process. Whether you plan to run a business, retire, maintain a young family, or somewhere between, you need a financial advisor who understands your unique requirements.
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. You deserve only the best!
PARALLEL WEALTH FINANCIAL GROUP INC. REVIEWS
I had the pleasure of meeting Dallas a few years ago and was immediately impressed by his genuine desire in getting to know me first before inquiring about my financial situation and what my long term goals were. His preliminary assessment(s) after reviewing my financials were spot on and his analysis was clear and easy to understand. He is always available to answer my questions and does not pressure you in any way. I highly recommend dealing with Dallas and Parallel Wealth.
I'm not one to write reviews - Adam / Parallel Wealth are certainly deserving of one. For matters concerning financial planning, I want someone I feel I can trust and can provide valuable advice and expertise. It did not take long that I realized Adam's primary goal was to provide advice that was in my best interest. For this reason, Parallel Wealth will be my first call for additional services.
If you have any concerns about your financial future coming up to, or if you are already in retirement, Parallel Wealth can present you with a great plan for your peace of mind to minimize taxes owing and maximize your retirement income.
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Flann Financial Group is an independent financial advising firm in Langley. Gordon Flann started the firm to help Canadians to reach their retirement and life goals through their areas of focus approach to planning. Flann Financial Group is registered to handle your insurance and investment needs to plan for any pitstops along the way adequately. The firm provides clients unbiased advice based on its unique needs. Their team strives to provide expert advice that caters to each client’s financial situation. They serve households and small businesses and continually strive to see every client realize their financial dreams. Flann Financial Group offers free consultations to clients.
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FLANN FINANCIAL GROUP REVIEWS
We have just arrived on board wth Flann Financial Group Ltd, and are very pleased with the cordial atmosphere and professional guidance that has been provided to us. Penny Rowan, our primary advisor, has been extremely devoted in ensuring that our accounts are developed in such a manner that our investments are dealt with in the best possible way in order to not only maximize their value, but also to consider our age bracket in relation to income tax advantages. René and Judy Doyharçabal
Been working with Flann for over 3 years, and am very satisfied by their services. Special shout-out to my advisor, Calvin Warneke, who is a very knowledgeable professional. He patiently listens to your concerns, focuses on the areas you need improvement at, and also educates you while doing all these. I have no hesitation in recommending their services.
We have found the Flann Financial Group very professional and thorough. Gordon, Calvin and in particular Penny are always prepared for any meetings, and make conversations friendly, very easy and reassuring.
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Lane Cuthbert Financial is a professional financial planner in Langley. It is a financial advisor who helps families and individuals understand their finances and set realistic goals so that they can feel confident about their financial future. They also offer ongoing financial support and consulting services to help you make the best decisions to achieve your financial goals. In addition, they work with various insurance partners to provide options for a secure future. They can find the right insurance products to protect your goals by analyzing your needs. Contact them today to meet with Lane and discuss your financial goals.
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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 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!
We worked on with Lane for some financial planning. He was super helpful, flexible and clear with his approach and advice. We'll definitely be working with him long term for our financial advice needs.
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