3 Meilleurs Services Financiers à Aurora, ON

I have been with Bell Financial for about 25 years and I have been very happy with the service, advice, and results of working with them. They are always happy to help and serve and I believe they act in my best interest. Working with them has actually changed my life - the tools they have access to allow me to understand how my finances will unfold. Working with them allowed me to retire earlier than I thought I might have. I perceive Bill has fostered an attitude of excellent customer service as he has built this business. I would not hesitate to recommend this business to a friend looking for a financial planner.

I've loved working with the entire Bell Financial team. Everyone in the office is so friendly and have been more then helpful and always professional. Jon is an excellent financial planner and has always been a pleasure to meet with! We are so pleased with our financial results and the fantastic experience with Bell Financial has been a bonus.

We have been with Bell Financial for 13 years and have been extremely happy with Bill, Jon, Wendy, Gloria, Sonia and the rest of the fabulous team. They are so helpful and always go above and beyond. We have received great advice over the years and we know we are in great hands for the years to come.

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We have used Johnson Financial for our group benefits for over 15 years when we were introduced to the Chamber of Commerce group benefits plan by Rod Johnson. I highly recommend Rod and Ian Johnson when you're looking for a group benefit plan that offers stable rates for your organization. They have always promptly answered any of our questions and proactively contacted us when a new product would be of benefit to our organization. Thanks again for the service over the years.

Tammy Kennedy has been my Financial Advisor for many years, and she has developed an effective plan to for me to reach my financial goals. She regularly reviews my investments to ensure I am making the most money in my investment portfolio and advises where I should take an aggressive or conservative investment approach. Tammy always answers my questions promptly and in detail, she will also go above and beyond to answer questions that do not pertain to a Financial Advisor. Tammy is very knowledgeable and approachable; I highly recommend her.

I play tennis with Rod Johnson and when my wife and I were buying our first house, he explained the benefits of having a life insurance policy rather than mortgage insurance. He made a lot of sense but was not pushy about it, just provided information. I did purchase the life insurance and am happy I did.

For over 15 years, Carruthers Financial has managed both our corporate and personal investments. Their success, I believe, is based on three things. They began by asking the right questions about our financial goals and risk tolerances, and by listening carefully to our answers. They then crafted an investment strategy that reflected both our wishes and current market conditions. Finally, they were willing to adjust this investment strategy as both market conditions and life circumstances changed. We consider ourselves fortunate to have had their support for all these years, and have no hesitation whatsoever in giving them our highest recommendation.

Jennifer and the team at Carruthers are some of the best people to work with. They are knowledgeable, friendly, and responsive. Aside from assisting us with our company benefits, Jenn has come and provided valuable learning sessions to our employees - Jenn and the Carruthers staff always go the extra mile.

I have been investing with Carruthers Financial for years, they continue to be on top of their game when it comes to financial advice at every life stage. The team is super responsive and can pull from many sources of knowledge to customize a plan and strategy. I would recommend reaching out as everyones needs are very different but I find they treat all clients equal.