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3 Best Financial Services in Surrey, BC

Expert recommended Top 3 Financial Services in Surrey, BC. All of our financial services 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. You deserve only the best!

CONNECT WEALTH

13-2970 King George Boulevard, South Surrey, Surrey, BC V4P 0E6 Directions

Since 2007

Here’s The Deal:
Connect Wealth is a financial planning firm with a straightforward, personal approach to managing its clients’ finances. The advisory team has six professionals. They are a team of dedicated experts ready to do what it takes to support you meet your goals. They strive to understand your unique needs. As a result, they only hire the best, and their advisors deliver the financial planning you deserve. Connect Wealth specializes in retirement planning. They set measurable goals to help their clients reach their goals. In addition, their team is committed to developing meaningful relationships with their clients because they know that everyone’s unique needs. Connect Wealth offers flexible solutions for businesses. Whether it’s your personal or business taxes, Connect Wealth will create a special tax planning strategy to save you money.

SPECIALTY:
Tax, Retirement, Succession, Financial, and Estate Planning, Key Person Insurance, Risk Management, Education Planning, Wealth Building & Pension Consulting

[email protected]

connectwealth.ca

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

TBR® Inspection Report:

WESTGROUP FINANCIAL MANAGEMENT INC.

2411 160 Street, Suite #210, Surrey, BC V3Z 0C8 Directions

Since 2018

Here’s The Deal:
Westgroup Financial Management Inc. is one of the best financial services firms located in Surrey. They are experts in financial planning and specialize in finding the best solutions to meet your financial needs. Their team is highly committed to ensuring your success through a calculated strategy. They have built their business around integrity and honesty, focusing on changing your financial path for the better. At West group Financial Management, they believe the ability to produce wealth results from the diligent implementation of this comprehensive plan combined with identifying wealth-building efficiencies and opportunities. Their financial advisors are skilled in investments and the investment planning process. Westgroup Financial Management Inc proudly serves in the province of British Columbia through their several offices in Vancouver, South Surrey, Langley and Greater Vancouver Area.

SPECIALTY:
Wealth Management, Financial Investments, Estate and Insurance Planning & Asset Management

[email protected]

westgroupfinancial.com/pa...

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Mon-Fri: 9am - 5pm
Sat & Sun: By Appointments only

TBR® Inspection Report:

KARASICK & ASSOCIATES

2121-152nd Street, #220, Surrey, BC V4A 4P1 Directions

Since 1989

Here’s The Deal:
Karasick & Associates offers comprehensive retirement planning to individuals, families, retirees, professionals, and corporations. They have extensive experience in wealth creation and preservation through advanced tax and estate planning strategies, providing the necessary capital and lifestyle sustaining income throughout a client's lifetime and beyond. Their team takes clients through a seven-step True Wealth Management process. They are committed to life-long relationships built on respect, attention to detail and steady portfolio growth. First, they use a family model approach to financial planning with a written customized wealth management plan. Then, they deliver a particular focus on investment management and individual tax and estate planning strategies for clients. Get a complimentary, no-obligation evaluation.

SPECIALTY:
Asset Allocation, Trust, Retirement and Financial Planning, Estate Analysis, Wealth and Risk Management, Investment Analysis, Debt Replacement, Philanthropy Needs, Intergenerational Transfers & Business Succession Planning

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karasickprivatewealth.com

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Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: