Focused Wealthcare operates as an insurance brokerage firm. Within its ranks, professionals David Andrews and Michele Wells play integral roles. Committed to upholding superior client service and furnishing adept counsel, Focused Wealthcare extends its support to individuals, families, and businesses across various tax and financial planning realms. The firm's mission revolves around harmonizing your lifestyle aspirations and financial objectives through a multifaceted approach that encompasses education, optimal tax strategies, judicious investment practices, and insurance solutions designed to mitigate risks while serving as the foundation of your comprehensive strategy. Furthermore, Focused Wealthcare is adept at guiding individuals through significant life transitions, offering their expertise as a beacon during pivotal moments. The core principles driving Focused Wealthcare underscore the utmost ethical standards, ensuring that their interactions and services consistently adhere to principles of integrity and professionalism.
UNIQUE FACTS:
• Complimentary Consultation In-Person or Online
• They Understand Your Unique Situation
• Implement the Road-Map.
• Professionalism
• Focus
• Integrity.
Best Financial Services in Thunder Bay
Expert recommended Top 3 Financial Services in Thunder Bay, 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.
FOCUSED WEALTHCARE REVIEWS
Focused WealthCare helps you coordinate your lifestyle and financial goals, through education, best tax practices, sensible investing and insurance solutions that minimize risks and form the basis of your plan.
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NorMaxx Financial Group Ltd. stands as an autonomous advisory firm for financial planning situated in Thunder Bay. Their team of financial advisors operates under a principle of absolute disclosure and transparency, with a resolute commitment to placing your needs at the forefront of their efforts. Specializing in a wide array of offerings across the investment and insurance landscape, NorMaxx Financial Group Ltd. is dedicated to catering to families, individuals, retirees, and businesses. The paramount objective of the firm is to instill a sense of tranquillity, allowing you to direct your attention toward matters that hold genuine significance. By adeptly aligning their services with your tax and legal advisors, NorMaxx Financial Group Ltd. ensures a cohesive approach to recommendations. This holistic methodology underscores their dedication to your overall financial well-being.
UNIQUE FACTS:
• Comprehensive Range of Products
• Online Appointment
• On-Site Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
NORMAXX FINANCIAL GROUP REVIEWS
Great financial service. Our Financial Planner Peter Marchl is not only the best, he has become a great friend.
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Bukovy Financial Services emerges as a distinguished financial planning establishment located in Thunder Bay. Bolstered by an impressive history spanning over thirty-five years in the financial services sector, the firm possesses a wealth of industry experience. Leading the helm are Ray Bukovy, the President, and Jennifer Fedun, a business partner, both renowned as Certified Financial Planners. Bukovy Financial Services specializes in addressing the distinct financial requisites of individuals, families, and entrepreneurs. A cornerstone of their approach is fostering enduring relationships anchored in principles of integrity and transparency. This paves the way for clients to make judicious financial choices with a solid foundation of trust. The firm extends a broad range of intricate and invaluable services to its clients. Bukovy Financial Services prides itself on aiding clients in clarifying their priorities and collaboratively working as a team to actualize their aspirations. With an ethos centred around building lasting partnerships and guiding clients toward their objectives, the firm stands out as a reliable financial ally.
UNIQUE FACTS:
• Honesty and Integrity
• Well Informed Financial Decisions
• Personalized Financial Plan
• Online Appointment.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
BUKOVY FINANCIAL SERVICES REVIEWS
When I reflect on the past years of my life, I have to say consulting with Ray was one of the best decisions I had made. Ray Bukovy is a true professional. His integrity and passion drive him to do the very best for his clients. Together with his enthusiastic office team an environment of expertise, trust, caring, and positive attitude is felt each time I walk through the door. Thank you for all of this and I look forward to our continuing relationship - JM
There is a saying "Failing to plan is planning to fail". My goal was to be able to retire before age 60. Working with Ray we put a financial plan together that realized this goal. Thanks, Ray, for helping me with the plan - OM
Because of Ray's integrity and trustworthiness, I've enjoyed doing business with him over the past 25 years. It has been a pleasure to refer many of my associates to him - DK
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