Here's The Rundown: Vancea Financial Group Inc. is an independent financial planner in Stratford, Canada. Mike Vancea is the owner and financial planner of the firm. He works with clients and their referrals, providing wealth management and estate planning services. Vancea Financial Group is a trusted source of professional knowledge that clients use to advance their financial goals. The advisors at Vancea Financial Group are known for their high level of integrity, effective communication with clients, and commitment to putting clients' best interests first. They have offices in Stratford, Cambridge, and Woodstock and 13 advisors who share their knowledge, ensuring clients can access the most current and up-to-date strategies.
3 Best Financial Services in Stratford, ON
Expert recommended Top 3 Financial Services in Stratford, Ontario. 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 cost to the general excellence. You deserve only the best!
TOP 3 VANCEA FINANCIAL GROUP INC. REVIEWS
Our experience with Mike Vancea at Vancea Financial Group has been top-notch. Working with Mike, we developed a financial plan to help us achieve our retirement goals. Mike provided personalized advice and guidance regarding investment options that match our risk profile. We have regular meetings with Mike to update our plan and investments as our needs and priorities change. We would definitely recommend Mike and his team for any financial planning and investment needs. Dave and Sylvia Cattrysse.
Alyson has been our advisor for years and is always a pleasure to speak with. She provides expert wealth management advice and always takes into consideration where we are at in our life and our goals going forward. We also appreciate that she accommodates meeting times in the evening so we aren’t taking time off work for meetings.
My husband Jim and I have been working with Alyson Kent for about 7 years. Alyson understands the needs of retirees, she is always quick to respond to our questions or needs. She is patient when explaining our investments and gives us the best advise for our investments needs. She is great and her assistance Nikki is great too.
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![Nesbitt Financial Strategies Inc. Nesbitt Financial Strategies Inc.](https://threebestrated.ca/images/NesbittFinancialStrategiesInc-Stratford-ON.jpeg)
Here's The Rundown: Nesbitt Financial Strategies Inc. is one of the leading financial consultants in Stratford, Canada. Ken Nesbitt is the founder and senior financial planner of the firm. He has over 36 years of experience in the financial industry and is currently the Senior Partner at Nesbitt Financial Strategies Inc. At Nesbitt Financial Strategies, the team specializes in comprehensive financial planning. Their expertise also extends to providing insurance solutions, succession planning, and risk management services for families, small business owners, and farm businesses through their association with Manulife Wealth Insurance Services Inc. They take great pride in creating a warm and welcoming environment where you'll feel like an extended member of their family. Building lasting relationships with clients is at the heart of what they do, and they are driven by a genuine desire to see you thrive financially.
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Fri: 8:30am - 3pm
Sat & Sun: Closed
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TOP 3 NESBITT FINANCIAL STRATEGIES INC. REVIEWS
Ken Nesbitt has been my personal financial advisor and insurance advisor to my firm for several years now and I am extremely pleased to have him working in my interests. We have had a lot of changes in that time but Ken has been able to help me and my firm through them all. He is a true professional.
Ken is one of the good guys!! He's available. He returns calls immediately. He answers all questions efficiently. He's very knowledgeable. I'm a happy guy.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Stratford Financial Planning Stratford Financial Planning](https://threebestrated.ca/images/StratfordFinancialPlanning-Stratford-ON.jpeg)
Here's The Rundown: Stratford Financial Planning is a top-notch financial planner in Stratford, Canada. Shaun J. Smith is the firm's financial planner. With more than 25 years of experience in the financial industry, he began his career with one of Canada's largest trust companies. Shortly after joining the firm, Shaun moved into an advisory position in wealth management. He began professionally advising company clients until he left to start his private financial planning practice in 2005. At Stratford Financial Planning, the team provides the expertise to help you articulate and document your intentions so that your needs and objectives are clearly understood and adequately assessed before a financial strategy is developed and recommended. They are here to support and assist you through real-life financial concerns by providing reliable financial solutions. They work to guide you closer to your hopes and dreams by implementing an actionable financial plan customized with achievable recommendations and strategies.
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Sat & Sun: Closed
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TOP 3 STRATFORD FINANCIAL PLANNING REVIEWS
He giving preparing financial & retirement strategies and implementing management solutions, Detail-oriented, good communication skills.
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.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.