Serviss Wealth Management
Serviss Wealth Management is one of Kelowna's largest independent financial planning firms. Serviss Wealth Management is one of the Three Best RatedĀ® Financial Services in Kelowna, BC.
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Previous experiences with advisors left me with the impression that the priority was making money by pushing the products they were selling, rather than my financial interests. I began looking for a female financial adviser and was referred to Meghan through Lawyers Financial. She gave clear and concise advice and challenged me to reconsider some of my beliefs about insurance. Meghan and Dustin are extremely generous with their time and were so patient in educating me. Most importantly, I always felt like the priority was my wealth and what was in our family's best interests.
Meghan and Dustin were a great help in educating me and assisting me with creating a plan to match my goals. I would recommend working with the team, they are the first financial planners I felt actually listened to me and provided feedback on what would be best for me as opposed to what would make them the most money. I appreciate and recommend working with their team.
I have been a client of Serviss Wealth Management for years now. Dustin and his team have always provided me with sound and unbiased advice through multiple business purchases and sales, personal/family planning and have given me a road map that I am confident will lead to financial freedom. Its seeing the big picture and dealing with multiple strategies to accumulate wealth that has made the difference for me and makes me look forward to working with this team for many years to come!
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Location / Contact:
- 1605 Pandosy Street, Kelowna, BC V1Y 1P6
- Phone : (778) 484-1435
- EMail : inf***@s***.com
- Website : servisswealth.com
Working Hours:
Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed
TBRĀ® Inspection Report:
Nearby Financial Services in Kelowna:
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BENEWEALTH STRATEGIES INC. 540 Lawrence Avenue, Suite 301, BC V1Y 6L7
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MOUNTAIN PLANNING GROUP INC. 145 Asher Road, #205, BC V1X 3H5