3 Meilleurs Services Financiers à Halifax, NS

Jonathan Lewis and his high energy team are amongst the most knowledgeable life insurance experts in Atlantic Canada. The group also gives back enormously to its community which was important to me when selecting my insurance provider. I am honored to be a long time client and friend.

I choose to work with Jonathan & his team at Eastport Financial as they share our values of valuing 'long term relationships' over 'short term profits'. His team took the time with us to really understand our goals and map out a plan to help us get there.

Jonathan and his team are consummate professionals always focused on what is right for the client. He is an exceptional professional, and his team is first rate. I highly recommend Jonathan and Eastport Financial.

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Moving to Gordon Stirrett Wealth Management 15 years ago has been the best financial decision I have made. Gordon and his team did a thorough analysis of my investments and built a plan to accommodate my long term retirement goals and risk tolerance. We did regular in person reviews and I was always impressed by Gordon’s preparation, clear communication skills and knowledge of the financial industry. I would leave his office with confidence knowing that we had a sound plan. I was recently offered a retirement package and Gordon’s team provided a complete analysis of my financial position and prepared a detailed plan for retirement. I am able to retire with confidence in my future financial security. I would highly recommend Gordon and his team. I am so glad that I took Gordon up on his offer for a 2nd opinion so many years ago. I would certainly not be in the position I am today without his sound advice.

I cannot possibly be more positive about and appreciative for what Gordon and his company have done for me over the past several years. Always understanding of my needs and fully informative regarding my options, they clearly stand head and shoulders over any other financial management company I have dealt with in the past. Most important, I have always gained, at times substantially, and never even once lost due to his investment strategies on my behalf. Keep up the excellent work.

I found the complimentary second opinion offered by Gordon Stirrett Wealth Management extremely helpful. The advisor I met with was extremely knowledgeable in not only investments, but insurance, and tax planning. I would highly recommend their services to anyone looking for quality advice.

I have been working with Brian as my personal financial planner for the past 15 years and I find his professionalism, knowledge and enthusiasm unmatched. He has assisted in the development of a solid plan that ensures my families protection and future. Thank you to Brian and his professional team.

I have been dealing exclusively with Brian for the past 20 years. During that time I have found him very knowledgeable and he helps make my financial decisions easy. The energy and enthusiasm he contributes to our portfolio is very much appreciated.

Brian Himmelman has been my trusted advisor for almost 20 years. I would recommend him to anyone. He has more knowledge in finance then any other advisor I know.