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BEST RATED SAULT STE. MARIE, ON FINANCIAL SERVICES FR

3 Best Financial Services in Sault Ste. Marie, ON

Expert-recommended Top 3 Financial Services in Sault Ste. Marie, ON. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Sault Ste Marie financial service Joyce E Kucharczyk - Primerica
Sault Ste Marie financial service Joyce E Kucharczyk - Primerica
Sault Ste Marie financial service Joyce E Kucharczyk - Primerica
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JOYCE E KUCHARCZYK

(4.8 Score)
PRIMERICA 527 Queen Street East, Suite 2,
Sault Ste. Marie, ON P6A 2A2 Directions

Since 1994

Specialty:

✓ Income Protection ✓ Retirement Protection ✓ Debt Solutions ✓ Education Funding ✓ Term Life Insurance and Segregated Funds ✓ Investments and Savings ✓ Identity Theft Protection ✓ Pre-Paid Legal Services

“Joyce E Kucharczyk is a dedicated financial representative who aims to empower families by helping them increase their income, achieve financial security, become debt-free, and gain financial independence. Joyce is committed to understanding your professional goals and introducing you to the comprehensive opportunities available through Primerica. Whether you're seeking to manage debt, secure your future, or build wealth, Joyce is ready to provide personalized guidance and support. You can contact Joyce E Kucharczyk today to start a conversation about your financial aspirations and discover how Primerica can assist you in reaching your goals.

2025 Update: Joyce E Kucharczyk provides excellent customer service to each person who walks through the office doors.”

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Contact:

(705) 254-3664 (705) 206-1946

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Sault Ste Marie financial service Donnelly Group Private Wealth Management
Sault Ste Marie financial service Donnelly Group Private Wealth Management
Sault Ste Marie financial service Donnelly Group Private Wealth Management
Sault Ste Marie financial service Donnelly Group Private Wealth Management video
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DONNELLY GROUP PRIVATE WEALTH MANAGEMENT

(4.8 Score)
855 Queen Street East, #100,
Sault Ste. Marie, ON P6A 2B3 Directions

Since 1992

Specialty:

✓ Retirement Planning ✓ Tax Planning ✓ Investment Planning ✓ Insurance Planning ✓ Cash and Liquidity Management ✓ Estate Planning ✓ Business Succession ✓ Charitable Giving ✓ Intergenerational Wealth Transfer

“2025 Update: Donnelly Group Private Wealth Management provides you with an elevated level of advice and resources. Their dedicated team of financial professionals has over 30 years of experience helping individuals, families, business owners, medical professionals, retirees, and executives. They provide comprehensive wealth management solutions, and based on what is right for your unique needs, they tailor an approach specific to managing your wealth and achieving your goals. They are committed to helping affluent individuals and families manage the complex and evolving needs of their wealth. Whether you are recently retired or have a growing business, they take a holistic approach to your overall financial well-being. They use strategies designed to fit your unique needs. They work daily to anticipate your evolving financial life.”

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Contact:

(705) 759-0514

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Sault Ste Marie financial service Philip Pawelek - EDWARD JONES
Sault Ste Marie financial service Philip Pawelek - EDWARD JONES
Sault Ste Marie financial service Philip Pawelek - EDWARD JONES
8+ YEARS IN TBR
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PHILIP PAWELEK

(4.7 Score)
EDWARD JONES 369 Queen Street East, Unit #1,
Sault Ste. Marie, ON P6A 1Z4 Directions

Since 2015

Specialty:

✓ Retirement Accounts ✓ Tax-Free Savings Account ✓ Brokerage Accounts ✓ Registered Education Savings Plan ✓ Cash and Credit ✓ Wealth Strategies ✓ Fixed-Income Investments ✓ Mutual Funds ✓ Exchange-Traded Funds ✓ Insurance and Annuities ✓ Business Insurance ✓ Annuities ✓ Living Benefits Insurance

“Philip Pawelek is a financial advisor at Edward Jones. He emphasizes the importance of understanding your goals before investing your hard-earned money. Whether you're preparing for retirement or aiming for other financial milestones, Philip collaborates closely with you to craft personalized strategies. He monitors your progress diligently, ensuring you stay on course and making adjustments when necessary. At Edward Jones, their mission is to make a significant difference in the lives of clients and their families. Reach out today to schedule an appointment and confidently plan your financial future.

2025 Update: Edward Jones is an investment firm that believes your financial goals deserve a face-to-face conversation. They can help you prepare for retirement, save for education and be a tax-smart investor.”

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Contact:

(705) 253-5700

Mon-Wed: 9am - 5pm
Thu: 9am - 7pm
Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

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JOYCE E KUCHARCZYK - PRIMERICA REVIEWS

I was so lucky to meet an expert account manager like Mrs SHEILA BRATTON She is so reliable, trustworthy, and very honest. I was so scared of investing in bitcoin because I've heard a lot about scammers but I just had to try with Mrs SHEILA BRATTON because I wasn't stable financially and today I have realized how interesting it is to be stable financially with the help of bitcoin who is always there for the traders and I want to thank you for your help and love you showed me when I was very poor, now you have made my life so beautiful you're the best manager I can recommend everyone to work with, thank you, Mrs SHEILA BRATTON, Kindly contact her with these details if you want to boost your income and earn a good profit.

Such a beautiful and honest person! My husband and I adore Joyce! Very educational and professional.

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DONNELLY GROUP PRIVATE WEALTH MANAGEMENT REVIEWS

Keith has felt like a member of the Celli family for as long as I can remember growing up in the Sault and in the decades after leaving home. My parents held Keith in the highest regard. I always admired their special relationship. Keith and the Donnelly Group could always be counted on to provide exceptional service and knowledgeable financial guidance, but beyond that, to treat their clients with respect and compassion. I was blessed to receive the gifts of this enduring relationship during these years of estate planning and management with Carol Ann. I vividly recall the first time we met, together with my parents who resided at Collegiate Heights at the time, and how graciously Carol Ann treated my Mom and Dad. It was heartwarming. They were more than "just" clients. Years later, Carol Ann walked with me through challenging times of change and the eventual deaths of my beloved Dad, and most recently, my dear Mom. That special relationship, nurtured over the years gave me the priceless gifts of comfort and peace of mind, which have helped bring closure to this chapter of our lives in a way that honours my parents' beautiful legacy. I am so grateful my parents trusted the Donnelly team and would highly recommend their stellar services. You can be sure my parents are singing your praises from above! Thank you, Keith, Carol Ann and the rest of the Donnelly Group Family. You won't be forgotten!.

The Donnellys and their team have been terrific. They have handled my families financial portfolio for years. They have always been professional and conscientious in all facets of the program. As we are now starting to draw against what they have helped to build, their planning and tax advice is extremely valuable. I have complete faith in their abilities, and know that our future is under control.

My advisor and I have a very good relationship/friendship. I trust her knowledge and her great advice on how to keep a sound and well balanced portfolio! I enjoy the perks such as the comedy show and seminars they give to keep us informed! The food is good too!!.

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.

TBR® Inspection Score Report

JOYCE E KUCHARCZYK - PRIMERICA Total Inspection Points: 116/120
Complete Info: 8
Business Hours: 9
Responsiveness: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

DONNELLY GROUP PRIVATE WEALTH MANAGEMENT Total Inspection Points: 115/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Review Analysis: 9
Reviews Accuracy: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

PHILIP PAWELEK - EDWARD JONES Total Inspection Points: 113/120
Complete Info: 8
Experience: 8
Business Hours: 9
Business Images: 9
Responsiveness: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

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