3 Best Financial Services in Waterloo, ON

“T.E.A.M. Financial Solutions is committed to helping people understand their best options to make informed choices for their financial future. William McBay serves as the firm's financial planner. He believes in building strong client relationships with holistic financial solutions at every life stage. The team at T.E.A.M. Financial Solutions makes the process enjoyable and easy to understand. Estate planning is their passion. They will provide you with the products and services to help you achieve your financial goals, but they'll also provide you with powerful insights and knowledge that will stay with you for a lifetime. T.E.A.M. Financial Solutions will help you discover the best strategy to meet your objectives.”

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“Shaughnessy Financial embraces investor education because it enables them to build strong client relationships. Gary Shaughnessy is the firm's financial advisor. He has accumulated a wealth of knowledge and over 28 years of experience in the financial services industry, helping individual clients achieve their financial goals. He recommends a simple three-step solution: planning, professional investment management, and regular review of progress. As an experienced financial advisor, Gary continually strives to see every client realize all of their financial dreams. Whether your goal is to save for a new home or retirement or manage your portfolio wisely, Gary has the experience and resources to meet your needs. He and his team take the time to help you understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and they are here to help you do that.”

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“2025 Update: Arca Financial Group is a Canadian financial planning and wealth management firm founded in 1999. They have a team of advisors, each with different specialties, focused on helping clients protect, grow their wealth, value privacy, security, and care deeply about their families and businesses. They believe strong relationships are built on trust, communication. Arca Financial Group's goal is to provide expert advice that helps you manage your money according to your personal goals. They stay updated on market changes and continuously improve their knowledge to offer the best solutions. At Arca Financial Group, clients' financial peace of mind is their top priority.”

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