Philip Pawelek is a renowned financial advisor based at Edward Jones in Sault Ste. Marie. His philosophy underscores the importance of dedicating time to comprehend your financial objectives before committing your funds. Whether your aim is retirement planning or any other financial goal, Philip can collaborate with you to devise tailored strategies that align with your aspirations. He offers ongoing monitoring of your progress to ensure you remain on course or to identify and implement necessary adjustments. Philip and his team are unwavering in their commitment to delivering exceptional client service. At Edward Jones, their mission is to make a meaningful and positive impact in the lives of their clients and their families. If you're interested in seeking financial guidance and assistance, don't hesitate to schedule an appointment with Philip Pawelek and his team.
UNIQUE FACTS:
• Advanced Technology Support
• Online Consultations
• On-Site Services.
3 Best Financial Services in Sault Ste. Marie, ON
Expert recommended Top 3 Financial Services in Sault Ste. Marie, 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.
PHILIP PAWELEK - EDWARD JONES REVIEWS
They do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them.
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Lillie Financial, affiliated with IPC Investment Corporation, stands as a distinguished financial planning entity in Sault Ste. Marie. They prioritize the cultivation of deeper and more personal connections with you and your family. Offering a range of service levels to suit your individual needs, they ensure you receive the most effective support. Their expertise lies in addressing your most challenging financial questions and tailoring a plan that provides the necessary answers. The Lillie Financial team follows a rigorous process founded on The Personal Wealth Management Strategy. At the helm is David Lillie, a seasoned financial advisor dedicated to helping his clients realize their financial aspirations. His approach guarantees the delivery of top-tier service and fosters financial peace of mind for those he serves.
UNIQUE FACTS:
• Personalized Advice
• Online Consultations
• On-Site Services.
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Working Hours:
Sat & Sun: Closed
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LILLIE FINANCIAL - IPC INVESTMENT CORPORATION REVIEWS
David is one of the best and most down to earn financial advisors I have ever met. I would recommend him and his organization to anyone.
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IG Wealth Management is a renowned financial advising firm in Sault Ste. Ruth Mead is a regional vice president at IG Wealth Management. The Firm is celebrated for its commitment to delivering clear, timely, and easily understandable financial guidance. Their mission is to empower you with enhanced visibility and control over your financial life. Their approach to financial planning is marked by their ability to demystify complex scenarios, providing the precise answers required to achieve your desired outcomes. Their expertise extends to specialized areas such as investment management, strategic tax planning, and estate planning strategies. Their clientele encompasses a diverse range of individuals, including retirees, business owners, and affluent families, all of whom benefit from their tailored services. IG Wealth Management strongly emphasizes ensuring that clients receive crystal-clear explanations, further enhancing their understanding of the financial strategies and solutions proposed.
UNIQUE FACTS:
• Online Consultations
• On-Site Services.
Specialty:
Contact:
Working Hours:
Fri-Sun: Closed
TBR® Inspection Report:
IG WEALTH MANAGEMENT - INVESTORS GROUP INC REVIEWS
I have been satisfied with the prompt and knowledgeable advice from this group.
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