3 Meilleurs Services Financiers à Cambridge, ON

Trustworthy, courteous, intelligent information for the past 30+ years. My financial security is solid thanks to the help I’ve gotten from Ken and his team. The friendship that has developed between us is an added bonus. An investment firm that truly cares about the welfare of their clients. Able to answer all my questions regarding investing and financial security with factual and up to date information and resources. Thanks to Independent Financial Strategies for all your help.

I dealt with both Ken and Tracey regarding my term life insurance. They responded very quickly on all of the occasions that we chatted. They also are very knowledgeable in the products they sell. I much rather deal with a family owned business such as this since I felt they really cared about my business and provided very personalized service.

I highly recommend Independent Financial Strategies! Ken, Tracey and Hayden are AWESOME! They are very professional, highly knowledgeable and incredibly accessible! I am confident in the financial plan they put together for me. The return on my investments have been amazing and I know my money is getting the right care.

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My experience with Davlyn Financial has been excellent! David takes the time to actively listen to your personal needs and educate you what makes the most sense for your lifestyle or your future goals. David makes you feel like family and takes a keen and authentic interest in getting to know you, your family, and your passions. David is very warm and thoughtful and will go out of his way to provide support in areas out of scope if he knows it will help you. I highly recommend David and team.

Our family has been working with David and his staff for many years and we have been very happy. David is extremely knowledgeable and explains all of our options and makes sure we understand the details. We like the fact David checks in every 3 months to review everything with us and make any changes necessary. He has also contacted us in between meetings if he thinks something should be moved or changed. David and his staff always respond promptly to any questions or concerns we might have. We highly recommend David and his staff to help you reach your financial goals.

Davlyn Financial have been provided a amazing service for us for 15 years. David takes the time to fully explain any transactions and has a impressive knowledge of the market and the financial world. We have total faith in the Davlyn team and highly recommended their service to anyone that wants a personal and successful service.

Rav is an amazing person to work with. He is very accommodating with my needs and worked with me to figure out solutions when times were at the worst for me. Without having an income for so many years he helped with maximizing my money without draining my savings and kept structuring it as time went on. Highly would recommend him to anyone who is need of a financial advisor.

I have been working with Rav for several years now. He is always accessible, helpful and his staff is prompt with dealing with requests. He is accommodating with home visits and has given sound financial advice and recommendations over the years. I have recommended him to several friends and know anyone would be happy with the services provided.

I was extremely impressed with Rav's knowledge of the financial industry. He answered my questions thoughtfully and sincerely. He also had intelligent questions of his own to better understand what would work well for me. Highly recommend his service.