Wealth Street Financial Solutions - Ottawa, Ontario

Adresse: 2255 St. Laurent Blvd #204, Ottawa, ON K1G 4K3, Canada.
Téléphone: 6138588763.

Spécialités: Conseiller financier.
Autres données d'intérêt: Rendez-vous en ligne, Services sur place, Parking accessible en fauteuil roulant, Toilettes, Rendez-vous obligatoire, Rendez-vous recommandés.
Avis : Cette entreprise a 4 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de Wealth Street Financial Solutions

Wealth Street Financial Solutions 2255 St. Laurent Blvd #204, Ottawa, ON K1G 4K3, Canada

⏰ Horaires d'ouverture de Wealth Street Financial Solutions

  • Lundi: 09:00–17:00
  • Mardi: 09:00–17:00
  • Mercredi: 09:00–17:00
  • Jeudi: 09:00–17:00
  • Vendredi: 09:00–17:00
  • Samedi: Fermé
  • Dimanche: Fermé

Wealth Street Financial Solutions

Adresse: 2255 St. Laurent Blvd #204, Ottawa, ON K1G 4K3, Canada.

Téléphone: 6138588763.

Wealth Street Financial Solutions est une entreprise réputée pour fournir des solutions financières adaptées à vos besoins. Avec une équipe d'experts en finance, l'entreprise offre des conseils financiers personnalisés afin de vous aider à prendre des décisions éclairées sur votre avenir financier.

L'emplacement idéal de Wealth Street Financial Solutions, 2255 St. Laurent Blvd #204, Ottawa, ON K1G 4K3, Canada, est facilement accessible par les clients de la région d'Ottawa et ses alentours. L'entreprise offre également des services sur place, ce qui permet aux clients de bénéficier de consultations personnalisées dans un environnement confortable.

Spécialités et services proposés

  • Conseiller financier
  • Rendez-vous en ligne
  • Sessions de consultations sur place
  • Parking accessible en fauteuil roulant
  • Toilettes à disposition
  • Rendez-vous obligatoire
  • Rendez-vous recommandés

L'équipe de Wealth Street Financial Solutions est connue pour sa gentillesse, sa disponibilité et son expertise. Les consultations sont conçues pour être accessibles à tous, y compris les personnes en fauteuil roulant, avec un parking et des toilettes adaptés.

Avis et opinion des clients

Wealth Street Financial Solutions a reçu plusieurs avis positifs de ses clients. Avec une moyenne de 5 étoiles sur 5, les clients apprécient les conseils personnalisés et le soutien dont ils ont bénéficié pour améliorer leur situation financière. De nombreux clients ont partagé leur expérience positive et ont recommandé Wealth Street Financial Solutions à leurs amis et familles.

Un client a souligné la façon dont Kyleigh, conseillère financière, a transformé son état d'anxiété en un sentiment de motivation et de confiance envers son avenir financier. Son approche amicale, professionnelle et adaptée a permis au client de mieux comprendre et gérer ses finances personnelles.

La plupart des avis montrent que Wealth Street Financial Solutions est un lieu où les clients trouvent non seulement des conseils financiers de qualité, mais aussi un soutien émotionnel et une compréhension en profondeur de leurs situations personnelles. L'entreprise se démarque par sa capacité à établir des relations solides avec ses clients, leur fournissant une sécurité financière et un avenir serein.

Faites le premier pas vers une meilleure compréhension de vos finances et rendez-vous à Wealth Street Financial Solutions pour bénéficier de conseils financiers de qualité et adaptés à vos besoins spécifiques.

👍 Avis de Wealth Street Financial Solutions

Wealth Street Financial Solutions - Ottawa, Ontario
Lindsay H.
5/5

Can't say enough good things about Kyleigh! I've had a lot of anxiety surrounding my finances and she made the process friendly, professional, tailored and easy to understand. I finally feel like I have a handle on my personal finances and that I'm able to understand where I'm going.

I've gone from anxious to excited, motivated and feeling good!

I've already recommended her to a few friends and will continue to do so to anyone else who may need financial advice!

Wealth Street Financial Solutions - Ottawa, Ontario
Jess P.
5/5

I sincerely can't thank you Kyleigh for helping me gain clarity in my personal finances and create a plan for my goals! As someone who has been avoiding my finances for a good better part of my life, Kyleigh was patient, non-judgemental, professional, and thorough during our time together. What impressed me the most was her approach - She took time to ask me all the right questions, get to know my goals AND my preferences, then created a holistic plan that was detailed and more importantly, sustainable! You can tell how passionate she is about what she does and how invested she is in her clients' success.

This is just the beginning and I look forward to reaching back out to her once we dive into home ownership in the near future. I am feeling more confident in my finances more than ever and I am so grateful for her guidance and support!

If you are someone looking to gain clarity in your finances or wanting some guidance, I can't recommend Kyleigh & Wealth Street Financial Solutions enough. You will be in GREAT hands with her wealth of knowledge! 🙌

Wealth Street Financial Solutions - Ottawa, Ontario
Lydia C.
5/5

I can’t recommend working with Kyleigh at Wealth Street Financial Solutions enough!

My husband and I started working with Kyleigh back in November 2019 and since then we have lowered our household debt by $14,000! In addition, she recommended what we should be saving every month which resulted in allowing me to lower my taxable income enough to actually get money back on my taxes this year (when last year I owed).

In addition to the financial side, she was able to set us up with insurance that would help us in the event that either myself or my husband were to pass away. No one ever wants to think about death but especially during this uncertain time of COVID, having a plan and adequate funds to pay off debts would make sure that the surviving partner doesn’t have to worry about that on top of grieving — this was super important to me.

Working with Kyleigh, you’re actually getting a full picture of your financial health and situation, rather than a typical bank that only really looks at selling you a product or service. Having a full picture is the only way you can actually begin to work towards achieving your goals so do yourself a favour and call this lady today!!

Wealth Street Financial Solutions - Ottawa, Ontario
Victoria P.
5/5

Kyleigh is extremely kind, patient, organized and knowledgeable. She went above and beyond to find the best life insurance option for us and helped make a complicated and overwhelming process seamless. I highly recommend working with Kyleigh.

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