T.E.A.M. Financial Solutions stands prominently among the foremost financial service firms in Waterloo. Founded by William McBay, the firm boasts a wealth of financial planning experience spanning over 11 years. They remain steadfast in their commitment to empowering individuals by elucidating their optimal options, thereby enabling well-informed decisions for their financial journey ahead. Their expertise extends from basic budgeting to intricate strategies, all aimed at assisting you in constructing a lasting foundation of financial stability. T.E.A.M. Financial Solutions incorporates a comprehensive array of insurance and investment solutions. This strategic amalgamation is tailored to fortify your savings, offer protection against unforeseen circumstances, and furnish you with the confidence to transition into retirement on your own terms. Collaborating closely with you, T.E.A.M. Financial Solutions is dedicated to unearthing the optimal strategy that aligns seamlessly with your objectives.
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Best Financial Services in Waterloo
Expert recommended Top 3 Financial Services in Waterloo, 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. You deserve only the best!
T.E.A.M. FINANCIAL SOLUTIONS - SUN LIFE FINANCIAL REVIEWS
Theresa Dietrich has been my Financial Advisor through T.E.A.M. Financial Solutions for the last 6 years and I can say that without a doubt I would not be in the favourable position I'm in today financially without her help and guidance. Theresa helped me set up a TFSA with monthly automatic deposits, and has consistently kept me abreast of how my money is doing while contributing valuable insights and suggestions along the way. As someone who doesn't keep a very close eye on the markets, I knew that I could always trust Theresa to provide me with timely, honest and accurate insight on where things were at. Theresa's focus has always been solely on what would be the best for me and my financial situation. I'm sure I speak for most of her clients when I say that she is everything you could wish for in a financial advisor!
Theresa and her team are incredibly knowledgeable and helpful. Her patience and guidance in teaching me the basics of financial planning and investing have been invaluable. Not only does she provide sound advice but she educated me along the way so I can make informed decisions about my finances. Highly recommend working with Theresa and her team.
Theresa has been my financial adviser for almost 5 years now and I couldn't think of a better person to help me achieve my financial goals. She always gave me great advice, was honest, and really helped me learn along the way. She is extremely trustworthy and I've recommended her to many friends because she's fantastic at what she does.
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Shaughnessy Financial operates as a dedicated financial services establishment, catering to the needs of individuals and families residing within the Waterloo region. At the helm of this venture stands Gary Shaughnessy, a seasoned financial advisor boasting an impressive career spanning over 36 years within the financial services sector. His extensive tenure has translated into a profound reservoir of expertise. Gary Shaughnessy champions a straightforward three-step approach encompassing strategic planning, professional management of investments, and periodic assessments of progress. Whether your objectives involve saving for a new home, securing your retirement, or actively managing your investment portfolio, his deep-rooted experience and ample resources position him to address your specific requirements adeptly. Shaughnessy Financial further enhances accessibility by offering calculators tailored for savings, loans, investment returns, and tax rates directly on their website, streamlining the decision-making process for their clients.
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SHAUGHNESSY FINANCIAL REVIEWS
I have been entrusting all my financial needs and future with Gary and Sandi for over 20 years. They have always provided me superb service and exceptionally educated advice. They always make me feel completely in control of my investments and answer all my questions in a timely and efficient fashion. I entrust their advice so much we have encouraged our family and friends towards their services. If I could give 100 stars, it would still not be enough to speak to the knowledge and wonderful customer service Shaughnessy Financial provides.
I have been dealing with Gary and Sandi for the past fifteen years. They have always been very friendly and more than willing to answer any of my questions. I am now very comfortably retired and watching my investments more than keep pace with my travels and other indulgences. I hope our relationship will continue for many years to come.
Gary and Sandi helped me when I was going through a major life change that impacted my finances greatly. They were so personable to work with and provided service that provided a peace of mind. Would recommend Shaughnessy Financial without hesitation.
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Opus Wealth Advisors Inc. embodies the journey through a lifetime of experiences that culminate in the realization of your ultimate financial aspirations. Taking the helm is Jake Stoneman, a proficient financial planner and life insurance advisor who brings forth a wealth of experience spanning over two decades. Throughout his tenure, he has consistently delivered reliable guidance to clients, offering insights across investments, insurance solutions, estate planning, retirement strategies, and tax optimization. The crux of Opus Wealth Advisors Inc.'s approach revolves around tailoring a strategic path, one that is uniquely designed based on a profound understanding of your core values, investment goals, risk thresholds, and tax position. With a focus on client needs, the firm extends a variety of engagement models, including fee-for-service, asset-based structures, and commission-based arrangements. Opus Wealth Advisors Inc. distinguishes itself by not just offering advice but by providing well-informed guidance and expertise across a spectrum of solutions.
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OPUS WEALTH ADVISORS REVIEWS
We have been clients of Murray and his staff since 1985. That length of time is a testament itself to dealing with Murray. In the beginning, we sat down, laid out a long term plan and executed the plan. Over the years we have modified the plan as our needs and times changed. He has always had a consistent dialogue with his clients and he makes regular house calls! We are very satisfied with the results and service we have received. Beyond that, we consider Murray a friend, trust him completely, and he has great integrity. Murray can also make great recommendations about Wine! We highly recommend Murray Child and his OPUS Wealth Advisors group - Terry. R & Kathleen. R
We have been with Murray for more than 10 years. We had tried the bank advisors, but rarely saw the same advisor twice. Murray, and now Murray and Jake, provide stable, comprehensible advice on investments. They listen well to our expectations and explain clearly the options. Murray's work for us allowed for early retirement with assurance of a sustainable life style. Expectations have been exceeded!
As clients for over 25 yrs, we're still continually impressed by and grateful for the impeccable level of client care and expertise we get from the entire team at Opus Wealth Advisors. A great group of professionals we're privileged to know and to have working so diligently on our behalf. Highly recommend.
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