Sunesis Financial is a financial advisory firm dedicated to providing expert guidance in the realm of finance. At the helm of Sunesis Financial is Matthew Hammond, a highly regarded Financial Consultant. In 2017, Matthew founded Sunesis Financial to offer families and businesses a trusted source for financial advice across all stages of life. Matthew's journey to establishing Sunesis Financial was shaped by his diverse experiences, including teaching, real estate investing, tax accounting, personal budgeting, and financial assessment. Through these experiences, he honed his ability to help clients achieve their financial goals, regardless of their asset size. Sunesis Financial is committed to enhancing the financial well-being of every individual, whether by providing in-house services or by connecting clients with like-minded businesses that share their values. For those seeking expert financial guidance, Sunesis Financial offers complimentary consultations. Reach out to them today to schedule yours and take the first step toward securing your financial future.
UNIQUE FACTS:
• Trustworthy and Professional Service
• Long-Term, Full Spectrum Service
• Free Consultation
• Online Appointments.
Best Financial Services in Sherwood Park
Expert recommended Top 3 Financial Services in Sherwood Park, Alberta. 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.
SUNESIS FINANCIAL REVIEWS
My wife and I approached Matt at Sunesis Financial to review our current investments and ensure we were doing the most with our money. Matt not only provided honest feedback on our current plan but developed a detailed financial strategy that addressed our current and long term goals. We felt more knowledgeable about our investments and were thrilled to be working toward a financial plan. Over the last few months Matt has continued to review and recommend adjustments. Our experience with Sunesis Financial has been fantastic. We have been treated with respect and the team is knowledgeable and professional.
Matt is very knowledgeable. He will look at you and your finances, take into account how you make money and where you can best leverage your assets and come up with a plan that will help you increase your net worth in a structured process. If you are a business owner he has some excellent strategies to help you get more money in your pocket and protect yourself financially. Very smart and eager to assist you in any way. Wouldn’t hesitate to refer him to a friend.
My husband and I were introduced to Matthew in 2017 and we only met him a handful times. I just wanted to say that how amazing he was with drafting a financial debt free goal for us. We were in the process of buying a house in 2017 but weren’t getting the amount we wanted because of our debts. When Matthew laid out our goals and gave us idea on how to save and what to cut back on, I sit here today writing this we are officially home owners and we cannot thank Matthew enough.
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Kewcorp Financial is a highly esteemed team of Financial Consultants based in Sherwood Park, Alberta. With a wealth of collective experience exceeding 50 years, they have a proven track record of providing expert guidance to clients on both personal and business financial matters. Their commitment to transparency shines through in their approach to financial disclosures. Moreover, their team of experts specializes in crafting robust financial strategies tailored to your unique circumstances, ensuring you're well-equipped to achieve your financial aspirations. Kewcorp Financial offers a comprehensive array of financial services, including estate planning, retirement planning, investment advice, and tax return preparation. Their dedicated advisors work diligently to help you attain all your financial goals, ensuring that your financial future is in capable hands.
UNIQUE FACTS:
• Online Appointments
• Onsite Services
• Certified Professionals
• Personalized Services.
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Working Hours:
Sat & Sun: Closed
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KEWCORP FINANCIAL REVIEWS
Scott has been my adviser for about 5 years now and has helped me through so much financially and business related. I've saved/ made so much money by working with him and would highly recommend his services to all. Especially since they charge an upfront fee versus working on commission so you know he has your best interests in mind
Kewcorp has always been able to answer any questions in a quick manner, suggest good products and provide strategies for my financial well being.
Personal Service that Really Digs Deep to Save You Money.
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ADVICO Advisory is a well-known financial consultancy based in Sherwood Park, Alberta. Their team specializes in educating entrepreneurs, businesses, and Professional Corporations about practical strategies to safeguard their accomplishments, foster generational wealth, and effectively plan for successful transitions and business successions. To ensure that every client receives the utmost level of service, ADVICO Advisory has expanded its team. Their tried-and-true process revolves around considering, collaborating, and ultimately delivering results. Given that each client presents a unique set of circumstances, their initial focus is on understanding the specific challenges you are currently confronting before delving into tailored solutions.
UNIQUE FACTS:
• Strategic Corporate Solutions
• Online Consultations
• Certified Staffs.
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Working Hours:
Sat & Sun: Closed
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ADVICO ADVISORY REVIEWS
Kyle Watson is our advisor. We are very grateful for his professionalism and his advice on the life insurance plan he recommended to me and my husband. Kyle is very generous with his time and was able to answer or seek an answer to all our questions. He is very accommodating to our busy schedule and is great at following up on the next steps throughout the process. We have already recommended him to family members and would highly recommend him to others as well!
Advico's team provide real solutions for businesses who are truly invested in not just their own long-term success, but also in the long-term financial success of their key-employees. Kyle brings a wealth of knowledge, and professional experience, which is key to his ability to deliver plans designed around the unique needs of each client he faces, which is why I'll keep referring business his way! Kudos to the Advico team!
I had an amazing experience, with Kyle Watson from Advico. the plan had innovative structuring, the customer service is out of this world, and was overall tailored to my family's needs.
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