Volpe Financial Solutions is a family-owned brokerage firm in Oakville. The firm focuses on finding an ideal insurance and investment solution to fit your personal or corporate needs. Michael G. Volpe is the co-owner and COO of the firm. Volpe Financial Solutions specializes in providing financial services. The firm strives to deliver service that is over and above your expectations. Whether you are planning for retirement, looking for income, or somewhere in between, there is a solution built for you. They help you to better cope with the financial and non-financial matters that you and your family could face. Volpe Financial Solutions has a calculator tool for retirement potential on its website.
Best Financial Services in Oakville
Expert recommended Top 3 Financial Services in Oakville, 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!
VOLPE FINANCIAL SOLUTIONS REVIEWS
We have had the pleasure of working with Brett for 7 years now. We are beyond pleased with the experience we have had- each and every year. Being introduced to Brett and working with him was the best decision we made. He is knowledgeable, professional and is excellent at breaking things down and ensuring you are comfortable. He tailored our financial plan to meet our goals and always takes the time to answer our many, many questions. Brett is very responsive and goes above and beyond in every way. We always look forward to our connections. If you are looking for any kind of financial services I can’t say enough amazing things about Brett and his team! We look forward to working with Brett for many years to come.
I'm glad I've gone with Volpe Financial Solutions with my investments. Gavin has been walking me through every detail and giving me clear information and a breakdown of where the money goes and different options for long-term investing. Highly recommend Volpe to anyone looking for professional financial advice.
Wonderful experience with Riaz. He helped walk me through an intimidating experience with ease. Could not have been happier with the service provided.
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Nour Private Wealth Inc. is one of the leading financial services in Oakville. Elie Nour is the founder and chief executive officer of the firm. He and his team members provide you with the expertise you need across all facets of the wealth management spectrum. Nour Private Wealth Inc. specializes in meeting the needs of the growing number of high-net-worth families. Their clients are retiring or retired investors and enterprising business people who demand strong investment performance and exceptional service. The firm provides wealth management services to high net worth investors, including entrepreneurs, professionals, family trusts, private charitable foundations, and estates. Nour Private Wealth Inc. also serves in Montreal, Toronto and Pointe-Claire.
Specialty:
Insurance, Tax, Estate, Investment and Financial Planning, Asset Allocation, Cash-Flow Needs, Wealth, Trusts, Fiducie, Tax Planning, Group Retirement Plan and Benefits, REER, RRSP, RESP, TFSA, Portfolio & Risk Management
Contact:
Working Hours:
Mon-Fri: 9am - 9pm
Sat & Sun: Closed
Sat & Sun: Closed
TBR® Inspection Report:
NOUR PRIVATE WEALTH INC. REVIEWS
However I went and meet with Nour Private Wealth team and don't regret it. Great input and amazing service and financial knowledge. I have referred Mr Nour to my friends and family as well. Thank you for being persistent Nour Private Wealth.
Came here for some investment advice. Met with mike, he was very knowledgeable and met all of my expectations. Feeling very good about my portfolio and future returns !
I had a meeting with Chris Middlemiss today and I was very happy with his advice and his professionalism. I feel confident in the company as well as him to take care of any of my future investments.
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The Campanella Group is founded by Fabio Campanella CPA, CA, CFP, CIM and Lisamarie Franzone CPA. The firm provides tax preparation and filing services for businesses and their families, investment, and estate planning. The Campanella Group is a full-service tax and financial planning firm for high-income earning families and entrepreneurs who need streamlined, fully integrated financial services. The firm is a new concept in tax, estate and financial planning for entrepreneurs and high-income families, combining the best of a full-service accounting and financial planning firm under one roof. The Campanella Group's partners have been in the tax and financial planning sectors since 2002. They have helped thousands of clients plan their tax, estate, and financial matters across multiple sectors. They are dedicated to helping their clients forge the best financial path for their families. Contact them for a zero-cost, 30-minute, online meeting.
Specialty:
Accounting and Tax Planning for Small Businesses and Incorporated Professionals, Investment Advisory, Estate Planning & Life Insurance Planning
Contact:
Working Hours:
Mon-Fri: 9am - 5pm
Sat & Sun: Closed
Sat & Sun: Closed
TBR® Inspection Report:
THE CAMPANELLA GROUP REVIEWS
Fabio has been giving me tax and investment advice since 2002 and I would never go anywhere else! I put 100% faith in Fab and his team, and they have never let me down. I always refer him to my friends and family and will continue to do so. 100% 5-stars! - Sal J
If you're looking for an accountant that can professionally guide and give you expert financial advice, look no further. It's been over 10 years, and I wouldn't trust anyone else when it comes to creating the road map to all of my financial planning needs. Fabio and his team are the best in the industry. - Gary H
Fabio and his team have been taking care of my tax and financial planning matters for over twelve years and they are the best!! I highly recommend them and have referred so many of my friends and colleagues over the years that I've lost count. - Mark W
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