Qopia Financial - Calgary, Alberta

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 229 11 Ave SE Suite 350, Calgary, AB T2G 0Y1, Canada.
Téléphone: 4039105964.
Site web: qopiafinancial.ca
Spécialités: Planificateur financier, Conseiller financier, Société d'investissement, Conseil en investissement, Compagnie d'assurance-vie.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes.
Avis : Cette entreprise a 37 avis sur Google My Business.
Avis moyen: 4.9/5.

📌 Emplacement de Qopia Financial

☎️4039105964

⏰ Horaires d'ouverture de Qopia Financial

Lundi: 08:30–16:30
Mardi: 08:30–16:30
Mercredi: 08:30–16:30
Jeudi: 08:30–16:30
Vendredi: 08:30–16:30
Samedi: Fermé
Dimanche: Fermé

Qopia Financial: Un servicio financiero de confianza

Localización y contacto

Qopia Financial se encuentra ubicada en la siguiente dirección:

Adresse: 229 11 Avenue SE Suite 350, Calgary, AB T2G 0Y1, Canada.

Puedes contactarlos por teléfono en 4039105964 o visitar su página web en qopiafinancial.ca.

Características y especialidades

Qopia Financial ofrece una variedad de servicios financieros, incluyendo:

Planificación financiera

Consejo financiero

Sociedades de inversión

Consejo de inversión

Compagnie d'assurance-vie

Sus expertos están comprometidos con brindar un servicio personalizado y atención a cada cliente, asegurando que sus intereses sean priorizados en cada paso del proceso.

Mecanismos de accesibilidad

Qopia Financial se esfuerza por ser accesible para todos. Su edificio cuenta con:

Entrada accesible en fauteuil roulant

Parking accessible en fauteuil roulant

Toilettes accessibles en fauteuil roulant

* Toilettes

Estas características garantizan que todos los clientes puedan acceder a sus servicios sin compromiso.

Avisos y opiniones

Con una media de opinión de 4,9/5 en Google My Business, Qopia Financial ha demostrado ser una empresa confiable y de alta calidad. Los clientes han destacado la atención personalizada y la falta de presión por vender productos no necesarios.

Experiencia de cliente

Una cliente satisfecha ha expresado su satisfacción con el servicio de Qopia Financial: "Dealing with Arif and Ben ha sido una experiencia excelente hasta el momento. Mi primera reunión con ellos fue una discusión sobre mis objetivos financieros y mi situación actual, por lo que no se me recomendó nada hasta que se hubieron evaluado estos primero. Siempre me sentí que mis intereses eran primordiales y las estrategias financieras que se me recomendaban eran claramente basadas en los objetivos que habíamos discutido. A diferencia de otros asesores que había hablado con en el pasado, nunca me sentí como si se me estuviera empujando a comprar productos que no necesitaba. Me pregunto a la hora de trabajar con KL Advisory en el futuro y le recomendaría a cualquier persona que conozca".

Recomendación final

Si estás buscando un servicio financiero confiable y personalizado, Qopia Financial es una excelente opción. Visita su página web y contacta con ellos para obtener más información y discutir tus necesidades financieras. No dudes en contactarlos a través de su página web para obtener un presupuesto personalizado y comenzar a construir tu futuro financiero

👍 Avis de Qopia Financial

Leigh K.

5/5

Dealing with Arif and Ben has been a great experience so far. My first meeting with them was strictly a discussion around financial goals and current financial situation, so no recommendations were made until they had evaluated these first. I always felt that my interests came first and the financial strategies they recommended were clearly based on the goals we had discussed. Unlike other advisers I had spoken with in the past, I never felt like unwanted products were being pushed on me. I look forward to working with KL Advisory in the future and would recommend them to anyone I know.

Ashly

5/5

We recently used Arif for our life insurance policy and would highly recommend his services. He was very professional, knowledgeable and personable. Arif explain every step and all of our options so we felt comfortable making our final decision. We will definitely be using KL Advisory Group for our future investment and insurance needs.

Richard M. (.

5/5

KL advisory group is fantastic and amazing.

Not only are they a one stop location for all you financial and insurance needs, but they’re personable and will always do what is in your best interest. They’re always happy to give professional advice and they’re not afraid to share and give you the “hard truth” when it’s what you need.

They have been really great when it come to changes with our growing family.

Ben and Arif, you guys are truly the rockstars of the finance and insurance world!!!!

Daniel H.

5/5

I started using KL Advisory Group because I was constantly dealing with new people at the large financial institutions that didn't understand my personal and business needs. KL has been amazing! I use several of their services and they have always provided great service at good value. They are way better than going to a big financial institution, because you get hands on service and you don't have to deal with a new person each year. I look forward to our long business and personal relationship.

Raj S.

5/5

Dealing with Ben and Arif has been a great experience for me. The level of professionalism and quality of work is amazing to see. I am glad to be connected to them for the services I need.

Robert T.

1/5

The only time they gave 'advice' was the day they took our account. If you're a millionaire boomer maybe this place is good? But if you're just starting out or have modest investments you'll do better with someone else.

Bryan S.

5/5

I've moved all my investments and insurance over to Arif and KL Advisory group. The knowledge, attention to detail and customer service has been outstanding. They took the time to make sure that I fully understood what I was investing into.

If you are looking for a change you should contact Arif at KL Advisory Group

Farhana J.

5/5

My only regret is not moving to Arif and Ben sooner. Amazing service and thoughtful guidance. They treat my investments as if they were their own and I'd recommend them to anyone who wants a "one stop shop" where everything from investments, insurance, legal matters, lending matters are taken care of using a holistic, well though out, common sense approach.