Wealth In Place Inc. - Duncan, British Columbia

Wealth In Place Inc. est une entreprise spécialisée dans la planification financière, située à une adresse pratique, 55 Canada Ave #202, Duncan, BC V9L 1T3, Canada. L'emplacement est facilement accessible en fauteuil roulant, avec un parking et des toilettes adaptés à cet effet. Vous pouvez les contacter par téléphone au 2508561023 ou visiter leur site web officiel à wealthinplace.ca.

Wealth In Place Inc. offre des services de planification financière personnalisés pour aider les particuliers et les familles à atteindre leurs objectifs financiers à long terme. Leur équipe de planificateurs financiers expérimentés travaille en étroite collaboration avec chaque client pour comprendre leurs besoins uniques et élaborer des stratégies financières sur mesure.

Cette entreprise est très appréciée sur Google My Business, avec un total de 21 avis et une note moyenne de 5/5. Les clients ont régulièrement loué la compétence et le dévouement de l'équipe de Wealth In Place Inc., ainsi que leur capacité à fournir des conseils financiers clairs et utiles.

En plus de leurs services de planification financière, Wealth In Place Inc. offre également des installations accessibles aux personnes à mobilité réduite, telles que des entrées, des parkings et des toilettes adaptées. Cela démontre leur engagement à fournir un excellent service à tous les clients, quel que soit leur niveau de mobilité.

Avis de Wealth In Place Inc.

David & Lynn Greer

5/5

We met Paul, when we moved to BC. We did not have a lot of financial knowledge, but Paul helped us with our investments. When Paul left the bank to go out on his own, we did not hesitate to follow. He has so much knowledge and shares it willingly. We have been with Paul, for several years now, and it was one of our best decisions we have ever made. He is just so easy to talk to and he has a special knack of explaining facts, so that they are understandable. Meet up with Paul and I guarantee you not be disappointed.

Sue Perrey

5/5

I have enjoyed working with Paul with many aspects of my financial planning. He is extremely knowledgeable, caring and forward thinking to give me security and comfort in my financial dealings. I recommend anyone considering a financial planner, to call Paul. You will not be disappointed, he has your best interests at the forefront.

Sheila Schiel

5/5

Paul has been my financial advisor for several years and I'm pleased with his services! He is personable, knowledgeable, responsive and competent. I appreciate the one-on-one service he provides and would recommend him!

Mike Moizer

5/5

My wife and I have have relied on Paul's financial services at both RBC and now at Wealth In Place. He is professional, knowledgeable and personable. We would not hesitate to recommend him (and indeed have) to friends. It is a pleasure to give him a 5 star review.

TJ M

5/5

Paul has been our trusted financial adviser for many years, he has always been extremely patient and taken time to answer questions and explain options to us. I would not hesitate to recommend his services.

Kelly Emmott

5/5

My husband and I have been with Paul for 6 years. He is a very moral and ethical person and actually cares about us and our future. I have recommended him to others and would not hesitate to do it again. Keep it up Paul.

L Myhre

5/5

Paul MacMunn has been our financial advisor for over 15 years and has always provided us with excellent financial advice and management. I would happily recommend Paul to anyone interested in improving their financial situation.

Chris Laberge

5/5

We feel very comfortable having our money with Paul. He is knowledgeable, personable and quick to respond annd address any of our questions or concerns. We would recommend Wealth in place to anyone. Thanks Paul