Services Financiers Conseils J & M Inc. emerges as a prominent entity in the financial services realm within Saint Jean sur Richelieu. Within their ranks, Roger Martins and Nathalie Jacques assume roles as dedicated financial advisors. The ethos of Services Financiers Conseils J & M Inc. is rooted in the commitment to comprehending your specific requirements, enabling you to make informed decisions to augment your savings and safeguard the realization of your objectives and future plans. A meticulous review of your financial landscape gives the firm an in-depth understanding of your situation. Their expertise guides individuals toward achieving financial stability across all life stages. Notably, Services Financiers Conseils J & M Inc. offers their services in English, French, and Portuguese, reflecting their dedication to catering to diverse linguistic preferences. With an unwavering focus on your unique circumstances and aspirations, They collaborate closely with you to ensure a comprehensive understanding that aligns with your goals.
UNIQUE FACTS:
• Personalized Financial Strategy.
• Online Appointments
• On-Site Services.
3 Best Financial Services in Saint-Jean-sur-Richelieu, QC
Expert recommended Top 3 Financial Services in Saint-Jean-sur-Richelieu, Quebec. 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.
SERVICES FINANCIERS CONSEILS J & M INC. REVIEWS
Roger Martins est vraiment LA référence dans le domaine!!! Je le connais depuis plusieurs années et il est intègre, disponible, professionnel et à l’écoute de ses clients. Roger a su me conseiller sur mes besoins réels et essaye pas de me proposer des produits que j’ai pas besoin. Il a toujours l’intérêt de ses clients en premier. J’ai entièrement confiance en lui et je le recommande sans aucune hésitation! Vous allez être entre bonnes mains.
Mon mari et moi sommes clients de M. Roger Martins depuis plus de 20 ans maintenant. Tout au long de ces années, il a su nous conseiller avec professionnalisme et ce toujours dans le soucie de répondre à nos besoins. Vous pouvez vous attendre à un rapport de qualité, chaleureux et impeccable sur toute la ligne. Nous vous référons hautement ses services, vous ne serez pas déçu!
Roger m'a été conseiller par un proche afin d'avoir un plan efficace pour mes investissements, je ne suis pas déçu, un service hors pair et rapide de sa part !
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Proactif Services Financiers stands as a financial service entity with a resolute mission: to proactively contribute to enhanced collective financial well-being and to positively influence the lives of a broad spectrum of individuals. At the helm of this endeavour is Charles Messier, serving as both a financial security advisor and the president of the firm. The specialization of Proactif Services Financiers lies in the realm of personal insurance, savings, and investments. Their distinctive approach is characterized by a pedagogical orientation, emphasizing training and education. Within this framework, they offer a personalized service model that effectively tailors itself to the unique needs of their diverse clientele.
UNIQUE FACTS:
• Online Appointments
• On-Site Services.
Specialty:
Contact:
Working Hours:
Fri: 8am - 5pm
Sat & Sun: Closed
TBR® Inspection Report:
PROACTIF SERVICES FINANCIERS REVIEWS
I highly recommend Charles Messier from Proactif Services Financiers. He’s very professional and proactive with our investment portfolio and strategies. The beauty of it all is that it is really adapted to our overall family financial situation which is great. He really takes the time to explain everything to us in detail and answer our numerous questions. The communication is perfect with a very quick response time. Overall we are more than satisfied!
I highly recommend the services of Charles Messier for your financial needs. He is professional, friendly and has his clients' needs at heart. He adapts to everyone's financial situations and takes the time to analyze them to give the best possible options in order to achieve the desired objectives. He takes the time to explain well and answer questions and communication has always been easy.
Service impeccable de la part de Charles! Il est courtois, agréable et professionnel. Je recommande ces services sans hésiter.
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Finexia operates as an autonomous financial services establishment. At the helm is Francis Frappier, who assumes the role of the firm's president. Finexia extends its expertise to both businesses and individuals alike. The firm boasts access to an extensive array of financial products sourced from a diverse pool of insurers and investment funds spanning private funds and banks. Their approach is characterized by guidance tailored to your beliefs and progress, allowing you to navigate at your preferred pace. One of their focal points is furnishing individual and group insurance products. Moreover, Finexia takes the initiative to host webinars and provide guidance, effectively steering clients toward enhancing and safeguarding their assets.
UNIQUE FACTS:
• Independent Financial Services
• Online Appointments
• Certified Professionals.
Specialty:
Contact:
Working Hours:
Thu: 8am - 4:30pm
Fri: 8:30am - 4:30pm
Sat & Sun: Closed
TBR® Inspection Report:
FINEXIA REVIEWS
Francis est mon conseiller financier depuis une bonne douzaine d'années, et celui de mon conjoint depuis beaucoup plus longtemps. Il a toujours été de bon conseil et j'ai vraiment l'impression qu'il a mes intérêts à coeur. Il a toute ma confiance! Merci à toute son équipe!
Mon appel et ma visite furent réussi et ont répondus à toute mes questions.
Toujours eu un excellent service! Jamais senti de pression ou d'urgence de signer! Toujours d'une grande écoute pour répondre adéquatement à nos besoins.
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