Perler Wealth - Port Coquitlam, British Columbia

Perler Wealth: Un Fiduciaire Financier de Confiance

Perler Wealth est une entreprise de planification financière située au 2232 Elgin Ave, Port Coquitlam, BC V3C 2B2, Canada. Spécialisée dans les services de planificateur financier, l'équipe de Perler Wealth est reconnue pour sa prestation de services de qualité et son engagement envers les clients.

Le cabinet est accessible en fauteuil roulant et dispose de parking, de toilettes adaptés pour les personnes handicapées. Les rendez-vous sont recommandés pour assurer une expérience client de qualité.

Spécialités et Services

Les spécialités de Perler Wealth incluent la planification financière, la gestion des investissements et l'advisage financier. L'équipe compense à fournir des conseils personnalisés pour répondre aux besoins spécifiques de chaque client. En outre, ils offrent des mises à jour régulières et expliquent les informations jusqu'à ce que les clients comprennent pleinement.

Notes et Avis Clients

Perler Wealth a reçu 17 avis sur Google My Business et bénéficie d'une note moyenne de 4,9/5. Plusieurs clients ont souligné la confiance et le suivi personnel de l'équipe de Perler Wealth. Les clients recommandent vivement l'équipe de Perler Financial pour leurs compétences, leur expertise et leur service exceptionnel.

Contactez Perler Wealth

Pour obtenir plus d'informations ou pour planifier un rendez-vous, veuillez contacter Perler Wealth par téléphone au 6044680888 ou visitez leur site web : perlerwealth.com.

👍 Avis de Perler Wealth

Diana G.

5/5

Trust is earned. Harry and Anita and everyone at Perler Financial have unquestionably earned my trust. Over and over, year after year they work hard and have proven themselves. Updates are given, explanations repeated until I understand and their personal touch goes above and beyond. I highly recommend Harry, David and the crew.

Eleanor W.

5/5

David is my main contact at Perler, although Harry is always around if needed. David has provided consistent correct financial advice over the years for my husband and myself. Our investments have done well and I feel good about my finances with all of David’s advice. We are middle class and live within our means, but having a financial advisor like David assures our financial situation. I really wouldn’t know what to do without the advice we have received from Perler. Good service, respectful and love the birthday cards every year!!!

Nancy P.

5/5

We have been clients of Perler Financial for years. Harry is a great advisor and he knows what he is talking about. With all of the market instability, Harry has taken good care of our investments. He has a very personal relationship with his clients, far from just the financial interest. I would recommend Perler Financial for all your financial needs.

kevin A.

5/5

I’ve been a client of Harry’s company for over 20 years. Harry,David and the staff are the best. They treat you like a long time friend. He has given me some very solid returns over the years. He is also a very generous person and is involved in various charities and invites his clients to various functions. I’ve been invited to golf with him many times and he always insisted on picking up the tab.

Joie K.

5/5

I have been a long time client of Perler Wealth and have had the pleasure to get to know many of the staff as well as the family who run the business. Harry is always giving updates, so I know where I stand. It is always professional, friendly and prompt when a need arises. This year I had to seek an accountant and phoned the office to inquire. I was dropping off my files the same day and was pleased to have this dealt with quickly and efficiently. It made me comfortable in the knowledge that if a question arose about my financial situation, the accountant would be able to access that knowledge easily with my permission. I absolutely love this company and would recommend it to any looking for financial opportunities and more.

Doug M.

5/5

My family are all clients of Perler Wealth. They have taken the time to work with my children to set them up on a financial plan for the rest of their lives. The entire team is very professional and quick to respond to any queries. The services they provide are exceptional. Perler Wealth is also very community oriented, and they contribute to many charitable organizations.

Brenda S.

5/5

Dealing with Perler Wealth has been nothing but positive. Always professional, efficient, friendly and will go the extra mile to help you. The service given is outstanding with monthly calls from your advisor. Always willing to set up a meeting if your money situation changes.

Vicki J.

5/5

I have been working with Perler Wealth for 20 Years and have found their services to be extremely professional. There are very knowledgeable regarding financial advice. I can always guarantee that I will always speak to an associate the day that I call and they will follow up on the services provided. I have recommended Perler Wealth to friends and they have also been happy too. You can tell they all care about their clients by proving the best service possible. I would highly recommend this company to anyone