Allen Sadikov, a seasoned professional at IG Wealth Management, boasts a diverse skill set as a Consultant, Financial Coach, Author, Mentor, and Speaker. With a career spanning back to 2012, Allen initially honed his expertise in Corporate Finance at Manulife's Toronto headquarters during the initial three years. In 2014, he and his wife made a life-changing move to the Niagara Region, embarking on a new chapter while Allen assumed the role of Consultant at IG Wealth Management. Holding the prestigious designations of Registered Retirement Consulting (RRC) and Certified Financial Planner (CFP), Allen and his team customize investment strategies to align seamlessly with your specific objectives and financial blueprint. Expect transparent, timely, and uncomplicated financial guidance that empowers you to take charge of your financial well-being.
UNIQUE FACTS:
• Face to Face Conversations
• Personalized Services
• Online Consultation.
3 Best Financial Services in Welland, ON
Expert recommended Top 3 Financial Services in Welland, 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.
ALLEN SADIKOV - IG WEALTH MANAGEMENT REVIEWS
Allen takes the time to explain everything to me and answer all of my questions. He has thought of some very unique strategies to strengthen my financial plan. Allen is very knowledgable, trustworthy and approachable - you will not regret reaching out for his opinion on your financial situation. I highly recommend working with Allen.
Allen is wonderful! He takes the time to answer any question I have and explains things in a way that make the world of financial planning easy to understand. He is very thoughtful with his clients and provides excellent service. I speak very highly about him to my family and friends, and will forever recommend him as an advisor for anyone is looking for one.
Allen has been my advisor for over 6 years now! He’s always taken the time to explain things to me, keeps me updated with events impacting the economy, and has helped me work towards my goals; both big and small. He’s been a huge help in planning my financial future. I’m looking forward to future decades of working with him to achieve these goals. Thanks for all that you do Allen.
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Stephen M. Bronn is a highly respected Financial Planner based in Welland. His affiliation with Edward Jones dates back to 2014, and he possesses an impressive track record of over 17 years in the financial services industry. Stephen embarked on his financial journey as early as 1985 when he completed his initial financial course. His primary areas of expertise encompass Retirement Savings, Wealth Strategies, as well as Estate and Legacy Strategies. Demonstrating his commitment to ongoing education, Stephen has successfully completed various industry courses, including Financial Planning I & II, Conduct and Practices Handbook (CPH), Advanced Retirement Strategies (ARMS), Advanced Investment Strategies (AIS), Wealth Management Essentials (WME), LLQP for Life Insurance products, and he is currently pursuing FP Canada QAFP certification. The team at the firm is adept at addressing individual retirement needs and adheres to a long-term investment approach with a strong emphasis on quality. Furthermore, they offer the convenience of online booking consultations to ensure accessibility and ease of communication.
UNIQUE FACTS:
• Personalized Services
• On-Site Services
• Online Consultations.
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Working Hours:
Thu: 9am - 3pm
Fri: 8am - 3:30pm
Sat & Sun: Closed
TBR® Inspection Report:
STEPHEN M BRONN - EDWARD JONES REVIEWS
To serve more families financial needs and help them reach their long-term financial goals.
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Lepper Financial Services stands as a prominent Financial consulting firm located in Welland, with Jamie Lepper serving as its Director. The firm takes great pride in providing a comprehensive array of cutting-edge products and services aimed at ensuring the financial well-being of both you and your family. Their overarching goal is to foster the growth of their client's wealth and optimize its seamless transition to future generations or charitable endeavors. Recognizing the dynamic nature of life's circumstances, they are attuned to the changing tides and, with each transition, customize their services to align with your evolving needs, lifestyle, and financial position. Furthermore, they guide clients in the pursuit of their objectives through meticulous planning and ongoing reviews.
UNIQUE FACTS:
• Certified Services
• Online Consultations
• On-Site Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
LEPPER FINANCIAL SERVICES REVIEWS
Jamie is a professional and experienced advisor. He helped me find the most suitable insurance plans for my family. He is very patient and willing to answer all the questions you may have. Highly recommended.
Lepper financial went above and beyond to get me life insurance after my bank's life insurance company declined me. Not only did Lepper find me coverage, Lepper found it at a great rate.
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