Alaphia Financial Wellness is a comprehensive financial well-being service thoughtfully crafted to address the intricate economic and emotional requirements of purpose-driven Millennial and GenX professionals. Their primary mission is to help you crystallize your fundamental beliefs concerning money and establish an emotional balance that harmonizes with your life purpose, financial objectives, and relationships. At Alaphia, true prosperity extends beyond mere wealth accumulation; it encompasses a holistic approach to enriching your life. Their innovative approach empowers you to lead your life to the fullest, on your own terms, while fostering confidence in your financial journey. If you're ready to embark on a transformative financial wellness journey, don't hesitate to reach out to Alaphia Financial Wellness and schedule a complimentary consultation.
UNIQUE FACTS:
• Financial Coaching & Financial Therapy
• Certified Professionals
• Online Appointments.
Best Financial Services in New Westminster
Expert recommended Top 3 Financial Services in New Westminster, 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.
ALAPHIA FINANCIAL WELLNESS REVIEWS
My wife and I, on a friend referral, started working with Natasha two years ago. It has been the best investment we've made in our financial wellness. She's helped us get organized and navigate considerations. More importantly, Natasha''s counsel and coaching has been instrumental in our relationship with money both individually and as a couple. We highly recommend Natasha and Alaphia.
Natasha is fantastic. She took the time to really understand our specific circumstances and produced a very useful and user-friendly plan. Working with Natasha was not only a pleasure, but has also given us an invaluable sense of control.
Natasha was the ideal ally to help me navigate a period of uncertainty. In addition to answering my numerous questions, she offered several suggestions on holistic financial hygiene which I hadn't even thought of & were incredibly valuable.
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Braun Financial Services Ltd has established a strong reputation as a prominent financial planning firm located in New Westminster. The firm's origins date back to 1977, when Cliff Braun founded it. At Braun Financial Services, their core mission revolves around enabling you to safeguard the well-being of your loved ones through tailored investment and insurance solutions. They pride themselves on the flexibility to carefully select the most suitable options from a wide array of choices. This adaptability ensures they can craft the optimal plan to address both your current financial needs and the future security of your family. One distinctive feature of Braun Financial Services Ltd is its commitment to family values. They possess the expertise to effectively work with multiple generations of family members simultaneously, ensuring a seamless and successful financial planning experience. To begin your journey towards financial security and peace of mind, Braun Financial Services Ltd offers a complimentary initial consultation, providing an opportunity for you to explore their services.
UNIQUE FACTS:
• Book a Free Consultations
• Online Appointments
• Onsite Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
BRAUN FINANCIAL SERVICES LTD REVIEWS
At Braun Financial Services They Provide Reliable Independent Advice. Very Helpful Staff. Excellent Customer Service.
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N. Nick Cheng is a distinguished financial advisor with Edward Jones in New Westminster. He holds a Ph.D. degree from Cornell University (Ithaca, NY) and a B.Sci. from Peking University (Beijing). Additionally, he is a chartered Elder Planning Counsellor (EPC) member. With a wealth of experience, Nick has been at the helm of managing the New Westminster (NW), BC branch. His area of specialization encompasses retirement and strategies tailored to business owners, as well as estate transitions. He is deeply engaged in the communities where he resides and works, actively contributing his time and expertise to various local organizations. Notably, he serves as the Chair of the Douglas College Foundation Board and holds a directorship on the Copper Ridge Conference Centre Board. Nick's commitment is to work closely with you to address both your short-term and long-term financial requirements, enabling you to make well-informed and financially prudent decisions. To explore your unique financial situation and the available options, do not hesitate to contact the branch for a discussion.
UNIQUE FACTS:
• Face to Face Conversations
• Online Appointments
• Personalized Strategies.
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Awards:
Contact:
Working Hours:
sat: By Appointment
sun: Closed
TBR® Inspection Report:
N. NICK CHENG - EDWARD JONES REVIEWS
Nick and Cindi are very professional and have provided excellent service to me and my family for years. We are very pleased with the performance of our portfolio and insurance products.
Top-notch client service. They help clients develop a complete and tailored strategy to achieve financial goals.
Profesional approach and long term relationship
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