3 Best Financial Services in Welland

“Allen Sadikov is a Financial Consultant and CERTIFIED FINANCIAL PLANNER® at IG Wealth Management in Welland, Canada. As a financial adviser, he strives to create solid financial plans for clients. He commits his time and expertise to developing a personalized plan for you and your family. His role is to help you set appropriate planning targets, identify gaps, highlight opportunities, and provide a comprehensive financial plan that synchronizes all aspects of your financial life, including tax, retirement planning, cash management, and more. At IG Wealth Management, you will meet to discuss your immediate goals and long-term objectives. Then, their team of experts, who specialize in investment, retirement, tax, life planning, and more, will help ensure you’re set up to meet all your life’s goals.”

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“Groch & McConkey Financial Planning is a top-notch financial planner in Welland, Canada. Keith McConkey is the principal of the firm. He partners with successful families, professionals, and business owners, providing them with strategies to protect their retirement income streams. As a Franklin Covey graduate of the "7 Habits of Highly Effective People" Leadership Training, Keith values ongoing personal and professional development. He holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®). At Groch & McConkey Financial Planning, the team understands that your financial well-being is a cornerstone of a secure and fulfilling life. They are dedicated to helping you navigate the complexities of financial planning in Canada, now and into the future. Whether you're an individual, family, or business owner, they tailor their services to align with your unique financial goals.”

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“Stephen M. Bronn has had a successful career with Edward Jones in Welland, Canada. With over 18 years of professional financial experience, he has been involved in discovering, planning, and implementing strategies, having completed his first financial course in 1985. He works best with families, business owners, and professionals, partnering with them to build personalized financial strategies that help them reach their financial goals. After working with other well-recognized investment dealers, Stephen joined Edward Jones as a financial advisor and proudly opened his branch office in Welland in 2014. At Edward Jones, every strategy and solution they offer is based on what's most important to you. They need to understand your priorities deeply to work together effectively. They offer evening and weekend web conferencing to their clients.”

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