Caldwell Wealth & Estate Advisory
Caldwell Wealth & Estate Advisory emerges as a prominent player within Kingston's financial service landscape. Caldwell Wealth & Estate Advisory is one of the Three Best RatedĀ® Financial Services in Kingston, ON.
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One of the best decisions we have ever made is to invest in ourselves and business through a relationship with Caldwell - specifically Jason Stubinsky. Jason gets us and our goals, he see's our big picture and believes in it, assisting us and advising courses of action to get us where we need and want to be. It has been a very rewarding experience for us overall. Outside of the vast financial/investment knowledge and resources for insurance coverage and more - Jason is a personable, down to earth person who genuinely cares. We appreciate a comfortable environment where the expert works his magic, but is able to present it in not only a professional way, but also in context we understand!! We are always greeted with kindness and professionalism by all staff at Caldwell, and share our experience often with people. Thanks you.
I have worked with Dan Lambert and Michael Caldwell at Caldwell Wealth for nearly a decade. I have been very pleased about my experience with each of them. Dan and Michael are very knowledgeable, professional, and thorough. I would not hesitate to recommend Dan or Michael to any potential client.
It is comforting to know that Michael is not only concerned with our financial well being but also our personal and family concerns. I feel that this organization puts me first. Safety, security and honestly is what Caldwell provides.
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Location / Contact:
Working Hours:
Mon-Thu: 9am - 4pm
Fri: 9am - 12pm
Sat & Sun: Closed
TBRĀ® Inspection Report:
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HEIDI BLONDIN FINANCIAL INC. 785 Midpark Drive, Suite 100, ON K7M 7G3
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PARASOL FINANCIAL SOLUTIONS 820 Development Drive, ON K7M 5V7