Best Financial Services in Whitby

I would highly recommend Daniel for his knowledge and his desire to help. He has gone above and beyond to help me with my banking needs, and I felt very confident that I received accurate, and beneficial information. Thanks, Daniel.

I would strongly recommend Daniel as he is patient, knowledgeable and trustworthy. He has been helping me with my planning and TFSA's for a while and I couldn't imagine doing it without him now. Always a great experience with him. Thank you.

Daniel is knowledgeable, trustworthy, and very personable. He provides outstanding customer service, support, and guidance. Daniel is very genuine, takes the time to get to know his clients and provide personalized advice. Daniel communicates clearly, and he makes financial decisions easy to understand. Thanks to Daniel, I feel much more confident about my banking and investments, and I would highly recommend Daniel as a financial planner to anyone living in Whitby.

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Prior to retirement, I went looking for a financial advisor and company I could trust with my money and good advice to help me navigate through the multiple changes, choices and new accounts that come with setting one's self up post working. After some time, I found Peter Grozdanis and Edward Jones. Peter and Aprile have helped me and my Wife set up everything we need for retirement. I was glad I had already found a trusted group prior to this change of life. In hindsight, I would have gone in with them years sooner. Thanks for everything.

My husband and I have been with Edward Jones for many years. We are very happy with the advice Peter has given us. He explains our investments clearly, makes suggestions if changes are required, and our money has grown over the years.

Hes real good and super cool about my money. Highly recommend.

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I Highly Recommend Geraci Financial Group for all your financial planning needs. I have been a client of April Simpkiss for many years and she makes sure to always stay up to date with all kinds of different policies to always make sure i have the best deal as well as the most coverage while making sure it remains affordable

I have referred several clients to Geraci Financial Group and use their services personally as well. It has always been a stellar experience. I highly recommend this knowledgeable and caring team!

Tony and his team offer excellent service and are very professional. It has been my pleasure to deal with them.

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