Hugh Dodd, a renowned financial advisor and independent insurance representative based in Stouffville, boasts an impressive 40-year track record in the industry. He is associated with Manulife Securities Investment Services Inc., and what sets him apart is his impartiality—he doesn't exclusively represent a single life insurance or investment company. Instead, he predominantly recommends products offered by Manulife. When it comes to tailoring financial solutions, Hugh takes a personalized approach. He conducts a thorough market analysis to pinpoint the financial products that align best with each client's distinct requirements. Furthermore, he collaborates with clients on a Life Insurance Confidential Needs Analysis to determine the appropriate coverage amount and insurance type for their specific circumstances. Hugh excels in elucidating the intricacies of your financial resources, clarifying where your funds originate and when you can access them.
UNIQUE FACTS:
• Complimentary Consultations
• Online Appointment
• On-Site Services.
3 Best Financial Services in Whitchurch-Stouffville, ON
Expert recommended Top 3 Financial Services in Whitchurch-Stouffville, 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.
HUGH DODD - MANULIFE SECURITIES INVESTMENT SERVICES INC. REVIEWS
Hugh Dodd has been my financial adviser for over 20 years. As a single mother, he helped me make many wise choices with insurance and investments. Today as I am an empty-nester I can enjoy the rewards of smart financial planning. I have found Hugh to be extremely professional and he has gone above and beyond to help with any questions I have had
Highly competent and personal financial services! Wise advice and product selection.
Hugh is very friendly and well organized. I highly recommend.
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Drew Keith is a distinguished financial advisor at Edward Jones in Whitchurch-Stouffville. The team is deeply committed to building a strong rapport with you, and they diligently try to ensure they provide each client with outstanding service. His primary areas of expertise include Business Retirement Plans, Retirement Income Strategies, and Estate and Legacy Strategies. Within their firm, advisors collaborate to craft tailored strategies aimed at helping you attain your financial objectives. They also offer ongoing monitoring of your financial progress to ensure you remain on course or identify any necessary adjustments. Dedicated to delivering exceptional client service, they go the extra mile by offering flexible appointment options, including evenings and weekends, as well as convenient web conferencing services.
UNIQUE FACTS:
• Face to Face Conversations
• Online Appointment
• Personalized Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: By Appointment Only
TBR® Inspection Report:
DREW KEITH - EDWARD JONES REVIEWS
Drew has had quite the illustrious background in the radio industry in Toronto so he is excellent in dealing with people and will make dealing with you about your financial future a total breeze. Drew is a true professional so trust him to take excellent care of your money
Drew delivers a comprehensive strategy that leverages everyone's expertise
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Roberts Pro Wealth is a seasoned financial planner boasting over two and a half decades of expertise situated in Whitchurch-Stouffville, Canada. Their extensive range of services encompasses Protection, Accumulation, and Retirement planning, catering to a diverse clientele, including businesses, individuals, and families. When welcoming new clients into their fold, their advisory team meticulously conducts an in-depth fact-finding process to gain profound insights into the clients' aspirations and goals. This valuable information serves as the bedrock upon which they construct a personalized wealth management strategy meticulously tailored to meet each client's unique needs. With precision and dedication, they put this strategy into motion by implementing the requisite plans, ultimately assisting their clients in turning their dreams into reality.
UNIQUE FACTS:
• Certified Planner
• On-Site Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ROBERTS PRO WEALTH REVIEWS
Greg is very knowledgable and will help you maximize return. He also set up a great life insurance policy for me. Highly recommend.
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