BEST RATED » SURREY BC » FINANCIAL SERVICES

3 Best Financial Services in Surrey, BC

Expert recommended Top 3 Financial Services in Surrey, BC. 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. You deserve only the best!

CONNECT WEALTH

2970 King George Boulevard, #13, 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.com/about-us

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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 an expert in financial planning and specializes in finding the best solutions to meet your financial needs. Their staff members are highly committed to ensuring your success through a calculated strategy. Westgroup Financial Management Inc. helps families and corporations create a holistic financial plan with full-service estate planning, retirement planning & private wealth management. They provide wealth protection and investments, including RRSP's, RESP's, TFSA's, guaranteed income funds and segregated funds. The firm delivers perfection in wealth management to help create abundance for families and businesses. Westgroup Financial Management Inc. has financial calculators on its website for savings, loans, investment incomes, inflations, tax rates and many more.

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

[email protected]

westgroupfinancial.com/pa...

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Mon-Fri: 9:30am - 5pm
Sat & Sun: By Appointment

TBR® Inspection Report:

KARASICK & ASSOCIATES

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

Since 1989

Here’s The Deal:
Karasick & Associates focuses on the areas of investment, tax and estate planning strategies for high net worth and ultra-high net worth professionals and business owners and their families. Their experienced team provides comprehensive wealth management. Karasick & Associates has extensive experience in wealth creation and preservation through advanced tax and estate planning strategies. The firm uses a family model approach to financial planning. They are committed to life-long relationships built on respect, attention to detail and steady portfolio growth. The firm provides comprehensive retirement planning by certified financial planners for affluent Canadians. Karasick & Associates offers a complimentary and no-obligation evaluation to the clients.

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

[email protected]

karasickprivatewealth.com

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

TBR® Inspection Report: