Niagara Region Money Coaches operates as a fee-only financial establishment. At the helm of this enterprise is Trevor, the founder and owner, who boasts an impressive quarter-century of experience in the financial services sector. His enthusiasm lies in empowering clients through education, guiding them toward making sound financial choices that benefit both themselves and their families. Niagara Region Money Coaches is dedicated to facilitating financial stability for individuals, couples, and families. Their approach involves furnishing flat-fee certified financial planner professional services, a model that encourages financial control. Their overarching mission revolves around extending qualified financial guidance through a range of affordably priced flat-fee financial planning and money coaching services. Moreover, Niagara Region Money Coaches underscores their commitment to client engagement by offering free 45-minute consultations, ensuring that clients can explore their offerings before making a commitment.
UNIQUE FACTS:
• Online Appointments
• Free 45-Minute Money Coaching Consultation via Telephone
• Onsite Services.
Best Financial Services in St. Catharines
Expert recommended Top 3 Financial Services in St. Catharines, 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.
NIAGARA REGION MONEY COACHES REVIEWS
My husband and I found Trevor's advice and expertise to be invaluable. We previously had no idea what to do or how to do it but have learned a great deal from Trevor. As a result we feel much more confident about the future and how to handle our finances. We highly recommend Trevor for anyone considering a money coach. He is personable, incredibly knowledgeable and very generous with his time and advice.
In just a few sessions, Trevor helped me build up my confidence and understanding of personal finance and investment. He is personable, knowledgeable, and took the time to make sure that everything was tailored exactly to my unique situation. I left every session with a clear and actionable list of tasks for me to put his teachings into motion. His coaching is 100% worth the investment.
Having recently retired, my spouse and I wanted to get a better understanding of how to make the most of our pension and savings. Working with Trevor was an eye-opener for both of us, providing us with the tools and understanding to budget, plan major purchases, simplify our investment strategy, and minimise costs. As well as giving us greater peace of mind, his skills as an educator have helped us to develop a joint understanding of where we want to be financially and how to get there. We can't recommend Trevor highly enough.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
Zavitz and Sykora Financial Strategies is an independent wealth management and group benefits team located in St Catharines, Ontario, with over 100 years of combined experience. They serve individuals, families and small business owners throughout the Niagara, Hamilton and Halton regions. Their primary focus is helping business owner clientele navigate intricate financial choices with clarity and ease. The team prioritizes results and delivers outstanding service. Their dedication extends to an ongoing partnership involving regular reviews and comprehensive financial planning. Their unwavering commitment to transparency is reflected in their low, unbundled fee structure. They collaborate with your accountant, lawyer, and professional network to ensure that you make advantageous financial decisions. Lead Financial Planner Greg Sykora offers a free 30-minute consultation to see if working with their team is the right fit for you.
UNIQUE FACTS:
• Serves Over 400 Clients and 80 Business Owners
• 100+ Years of Combined Experience
• Online Consultations
• Onsite Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ZAVITZ & SYKORA FINANCIAL STRATEGIES REVIEWS
We have been working with the team at Zavitz & Sykora for almost a year now and they have surpassed all of our expectations. Before coming to Greg, we were working with an advisor at one of the big banks, and I have to say that we will never look back. For us, It was pretty obvious the difference when your advisor actually cares about your best interest and takes the time to coach you through understanding the choices you have for your investments. Maybe it was just our prevous advisors, but before Greg, everything seemed transactional and kinda generic, even some of the advice we received didn't really make sense for us. Greg's advice was highly personalized, tailored to our goals, and overall just fit our life. We are looking forward to working with Greg and team for a long time.
Greg excels at using evidence-based advice for long term financial planning and investing. Unlike many advisors he has the best interests of his clients in mind and the fee structure reflects that. His guidance has been helpful in refining my financial plan and long term goals.
I greatly appreciate Greg's sound financial advice. His insight and experience have helped me adopt an investment strategy specific to me, which provides clarity and confidence as I continue my investment journey. Thank you very much! I happily and gratefully recommend that others reach out to you, wishing you all the best!
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
Philip Jones is a certified financial planner and adept financial advisor at at Edward Jones. Philip specializes in catering to the needs of business owners and professionals who are in the process of saving for retirement or navigating their retirement years. Additionally, he offers guidance to those engaged in planning business successions or seeking to pass their wealth on to the next generation. One of his roles is providing retirement plan options to employees and helping them tackle their distinctive financial challenges. Operating under the umbrella of Edward Jones, a comprehensive financial firm, Philip is part of a team that has refined and expanded a systematic process to piece together all the elements of your financial puzzle. This seasoned firm, with almost a century of experience, has been instrumental in helping investors attain their most significant aspirations, consistently adhering to a simple and transparent investment philosophy. Edward Jones' approach involves crafting personalized strategies tailored to your goals, ensuring your financial journey remains on course by maintaining a close partnership throughout your life.
UNIQUE FACTS:
• Online Consultations
• Face to Face Approach
• Onsite Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
PHILIP JONES - EDWARD JONES REVIEWS
Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member CIPF.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.