Pedlar Financial helps individuals, families, professionals, and business owners plan for a secure and prosperous life through independent strategic planning. Aaron Pedlar is the founder of Pedlar Financial. He has quickly established himself as one of the top financial professionals in the area. He understands the importance of educating clients by constructing a detailed and personalized strategy to take control of their financial future and implement the solutions necessary to reach their goals. As an independent financial advisor, he offers you unbiased advice on products across the market.
Best Financial Services in Sarnia
Expert recommended Top 3 Financial Services in Sarnia, 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!
PEDLAR FINANCIAL REVIEWS
Aaron is great to work with. He is extremely knowledgeable, down to earth and values his clients. We feel confident having Aaron as our financial advisor and investor. Do yourself a favour and check out how he can help plan your families financial stability and security.
Aaron is great to work with! As a young professional and new to investing he carefully helped me understand my options and made what seemed like a daunting task very comfortable and informative. He is responsive and brings a high level of service. I would highly recommend Aaron to anyone who wants to take control of their financial future.
Aaron has been a fantastic guide for everything finance related, including helping me build a long-term plan. I highly recommend Aaron as one of the most organized, professional and competent people you will find!
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Slater Wealth Management is a well-known financial planning service provider in Sarnia. The firm provides first-class financial planning services to Individuals, families, professionals and businesses. Kevin Slater is the Principal and Financial Planner at Slater Wealth Management. He has been providing financial plans and advice to his clients for over 20 years. He prides himself on being a financial expert while digging deep with his clients to build custom financial plans. Kevin Slater and his team work with clients to create, protect and enhance their financial security and develop a financial plan unique to each individual. Their financial plans are implemented through their carefully selected investment options, insurance policies, banking, and lending products. They currently serve over 3,000 clients concentrated mostly in Southern Ontario.
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Serving Locations:
Lambton, Kent, Essex, Middlesex, Oxford, Elgin, Huron, Perth, Bruce, Grey Counties and Surrounding Cities
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Sat & Sun: By Appointment
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SLATER WEALTH MANAGEMENT REVIEWS
The staff is fantastic! They always recommend what is best for us. They are able to explain everything in a way we understand and always willing to take the time to review . It has been such a blessing to have everything under one roof while knowing our best interests are always priority
Tom is always well prepared and quite informative about what to expect. We are happy to have him guiding our financial future.
Great friendly and knowledgeable staff with a wide range of products that have been well researched and personally tailored. Worth stopping in to see them.
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Craievich Financial is a values-driven financial management firm in Sarnia with over 35 years of experience. They build meaningful client relationships, producing personalized wealth solutions for individuals. The firm was founded by brothers Paul and David Craievich. They builds meaningful client relationships, producing personalized wealth solutions for individuals. They have a well-organized team who provides the absolute best wealth security, transition and growth guidance to achieve the desired results. They know that the critical component to their client’s success is investing intellectual, and emotional energy. They also have a handful of selected associates who are well aligned with their company’s core values. They pride themselves on the ongoing advice and service to clients through their Craievich Care service program.
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Sat & Sun: Closed
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CRAIEVICH FINANCIAL SERVICES REVIEWS
When my wife and I first met David Craievich over 10 years ago we were talking about our debt loads, our financial future and just beginning to piece together a plan for our retirement. David and the team at Craievich Financial Services provided us with financial advice, life insurance products and investment options that now work to support our retired lifestyle. Through an in-depth evaluation of our teacher pensions, an inventory of our personal family circumstances, and measuring our goals for retirement, Craievich Financial Services have advised us and our family so that we are confident in our financial future while living a balanced and rewarding lifestyle.
When it comes to picking a group benefits plan for your business it can be overwhelming at the number of companies and packages to choose from. Craievich Financial is there with you every step of the way. They really do care about your business and the best possible plan for your needs. Personal one-on-one service is hard to come by these days, but David and his team are always ready to help with Professional, Trusted and Courteous service anytime. I highly recommend Craievich Financial for all of your group benefits & pension needs.
I recommend Craievich Financial Services to anybody that is looking to invest money and needs it explained to them in terms that they can understand. David was so wonderful and he treats his clients like family.
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