Objective Financial Partners Inc. is one of Canada's few fee-only and advice-only financial planning firms in Markham. Their team has over 120 years of financial planning experience. Jason Heath is the managing director of the firm. Objective Financial Partners Inc. specializes in providing retirement planning, investment strategy, tax planning and estate planning. Their clients have a net worth ranging from zero to several million dollars. They also provide insurance needs analysis to their clients. Their sole purpose is unbiased, objective financial, tax and estate planning advice. Objective Financial Partners Inc. offers zoom and skype appointments to clients.
Best Financial Services in Markham
Expert recommended Top 3 Financial Services in Markham, Ontario. 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!
OBJECTIVE FINANCIAL PARTNERS INC. REVIEWS
We had a great experience working with Andrew Dobson of Objective Financial Partners Inc. We had questions about retirement, selling our home and/or adding a rental unit and taxes. Andrew was able to take our information and run a number of scenarios for us. Best of all, his detailed explanation of each possibility left us able to make sound financial decisions with the confidence of knowing we were heading in the right direction. I can't thank Andrew enough for all of his efforts. Best of all, he has followed up to see if we had any further questions he can assist with. He is now our "go-to guy" for all of our financial questions in the future. Thank you, Andrew.
Working with Subodh on our retirement plans has been a great pleasure. He has been remarkably supportive, bending over backwards to explain things clearly and to connect us with needed resources. In sum, our experience with him has provided us with a tremendous sense of confidence and security. His timely professionalism and (always kind!) help has been tremendously valuable. Our only regret is that we did not solicit his services years ago! Highly recommended.
I worked with Brenda Hiscock to create a financial plan focusing on debt repayment, home purchase and retirement planning. The plan that Brenda created was clear and attainable. I generally find financial planning to be overwhelming, but Brenda patiently and clearly explained every step in the plan. She is timely and responsive by email and generally lovely to work with. I would highly recommend her services.
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TruFinancial Consultants is an Independent Financial Advisory in Markham. The firm has over 18 years of experience in helping you in your budget and wealth creation. Mimi Lee is the founder and chief financial consultant of the firm. TruFinancial Consultants is an award-winning financial planning company that specializes in dealing with start-up companies and small families on financial planning, budgeting, cash flow management, and credit management. The firm assists everyone to fit in the short-term and long-term financing. They provide tailor-made solutions depending on different situations and needs. TruFinancial Consultants offers free consultations to clients.
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TRUFINANCIAL CONSULTANTS REVIEWS
I would highly recommend TruFinancial because of its professionalism and meticulous attention to detail. It is 100% Canadian-owned and operated and conforms to Canada's stringent laws on financial services. Most importantly, they pay close attention to my needs and give appropriate advice that satisfies my needs while at the same time respecting my risk tolerance level. I am fully confident that my savings are in good hands when following the advice from TruFinancial.
Mini Lee has been an amazing resource. She has supported me through many difficult financial situations. She is honest, knowledgeable most importantly trustworthy. I’ll continue to use her and her services. I highly recommend her services.
Mimi helped me process 5 years' worth of taxes. She is quick, easy, fair, and efficient. I will definitely continue to use her in the future.
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Andreoli Financial Services Inc. is a family-owned multi-generational business with extensive financial services industry expertise. Frank W. Andreoli is the president and financial security advisor of the firm. Their team members have specialized knowledge to recommend solutions that match the complex and unique needs of hard-working individuals, families, and businesses. The firm provides personalized service and advice to help you protect and manage your assets. They provide access to enhanced wealth management, risk/insurance solutions, and estate planning advice at no extra cost. Andreoli Financial Services Inc. is commited to providing the best possible financial services to its clients.
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ANDREOLI FINANCIAL SERVICES INC REVIEWS
Highly recommend Andreoli Financial Services Inc. Thomas (Tom) Andreoli has been amazing to work with! Tom explains everything very thoroughly so that we can understand. The process of setting up our accounts and everything thereafter has been seamless and easy. Tom is very professional and knowledgeable. We take comfort in knowing we are in great hands!
Very quick and attentive service. I had very limited experience and a basic understanding of Investing. Frank & Thomas took the time to meet with me and explain the ins and outs of investing. They made sure I understood all aspects of Investing and took the time to understand my goals and timeline. I felt very comfortable leaving Frank and Thomas in charge of my investment after my meeting with them.
Thomas and Frank are awesome!!!! Very professional with a wealth of knowledge. With Frank, you have a veteran presence who has seen it all. (Markets, Investments etc.). Thomas keeps up with the ever changing world in the Finance sector. I use them both personally and for my business needs. Highly recommended !!!!
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