Pedlar Financial, led by its founder, Aaron Pedlar, is dedicated to guiding individuals, families, professionals, and business owners toward a secure and prosperous future through the use of independent strategic planning. Aaron Pedlar, a prominent figure in the financial field, has swiftly risen to the top ranks of financial professionals in the region. His approach centers on the pivotal aspect of client education, as he crafts comprehensive and personalized strategies to empower clients to take charge of their financial destinies. He then implements the necessary solutions to help them achieve their financial objectives. Aaron Pedlar, affiliated with Sterling Mutuals, offers a broad range of non-proprietary, best-in-class financial products and services, ensuring that clients receive completely impartial, conflict-free advice and recommendations. As an independent financial advisor, his commitment is to provide unbiased guidance on products available across the entire market.
UNIQUE FACTS:
• No Obligation Consultation
• Detailed Comprehensive Strategy
• On-Site Services.
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.
We have a strict “No Pay to Play” policy.
PEDLAR FINANCIAL REVIEWS
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.
When you are investing your money you want someone who stays current, understands the markets and listens to you, the investor. Aaron is the financial advisor for you. He is easy to talk to about investing as he explains everything clearly and he provides sound advice. Aaron is dedicated to working hard for you.
Aaron has a great approach when it came to helping me get a strong financial strategy together that worked for me. Through our conversations you can certainly tell he cares about his clients and he's a wealth of knowledge when it comes to the explaining the complex investment markets.
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Slater Wealth Management has earned a strong reputation as a leading provider of financial planning services. This firm is dedicated to delivering top-tier financial planning services to a diverse clientele, including individuals, families, professionals, and businesses. Kevin Slater serves as the Principal and Financial Planner at Slater Wealth Management, boasting over two decades in offering financial guidance and plans to his valued clients. He takes pride in his role as a financial expert, working closely with clients to construct tailor-made financial plans that align with their unique needs and aspirations. Kevin Slater and his dedicated team collaborate with clients to establish, safeguard, and enhance their financial security, crafting individualized financial plans that cater to each person's specific circumstances. These meticulously designed financial plans are implemented through a thoughtfully curated selection of investment options, insurance solutions, banking services, and lending products.
UNIQUE FACTS:
• Serves Over 3,000 Clients
• Online Appointments
• Onsite Services.
Specialty:
Serving Locations:
Sarnia, Chatham, London, Windsor, Lambton County, Kent County, Essex County, Middlesex County, Oxford County, Elgin County, Huron County, Perth County, Bruce County, Grey County, Brights Grove, Camlachie, Forest, Thedford, Petrolia, Watford, Alvinston, Wyoming, Corunna, Mooretown, Courtright, Sombra, Port Lambton, Wallaceburg, Thamesville, Dresden, Strathroy, Mount Bridges & Komoka
Contact:
Working Hours:
Sat & Sun: By Appointment
TBR® Inspection Report:
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.
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.
They make sure you are comfortable with the risk level and performance of your investments by reviewing both frequently.
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Craievich Financial Services is a financial management firm driven by a strong set of values. Their core focus is on establishing meaningful and enduring relationships with their clients, and they are dedicated to crafting customized wealth solutions for individuals. The firm was established by brothers Paul and David Craievich, who are committed to fostering deep client connections and delivering personalized financial strategies. Backed by a highly organized team, Craievich Financial Services offers wealth security, transition, and growth guidance to help clients achieve their desired financial outcomes. They recognize that a vital element of their client's success involves channelling intellectual and emotional energy into the financial planning process. Collaborating closely with clients, advisors, and external experts, they work together to develop and implement innovative and distinctive solutions. Craievich Financial Services has carefully chosen a select group of associates who align with the firm's core values. They take pride in providing ongoing advice and service to clients through their Craievich Care service program, ensuring a comprehensive and lasting commitment to their client's financial well-being.
UNIQUE FACTS:
• Cfs Complete Analysis and Consults with Specialists
• Ongoing Follow-Up and Results Management
• Adjusts Plan Based on Feedback
• Online Consultation.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
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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