Aum Financial Solutions Inc. - Wasaga Beach, Ontario

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 12 Autumn Dr, Wasaga Beach, ON L9Z 0K7, Canada.
Téléphone: 6479944471.
Site web: aumfinancialsolutions.com
Spécialités: Conseiller financier, Planificateur financier.
Autres données d'intérêt: Toilettes, Rendez-vous recommandés.
Avis : Cette entreprise a 28 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de Aum Financial Solutions Inc.

☎️6479944471

Aum Financial Solutions Inc. est une entreprise de conseil financier et planification basée à Wasaga Beach, en Ontario. Avec une équipe de spécialistes ainsi que des conseillers financiers expérimentés, l'entreprise offre des services de qualité pour soutenir les particuliers et les entreprises dans leurs projets financiers.

Caractéristiques et services

Spécialités: Conseiller financier, Planificateur financier
Adresse: 12 Autumn Dr, Wasaga Beach, ON L9Z 0K7, Canada
Téléphone: 6479944471
Site web: aumfinancialsolutions.com

Informations supplémentaires

Autres données d'intérêt: Toilettes, Rendez-vous recommandés.

Opinions clients

Aum Financial Solutions Inc. bénéficie d'un fort taux de satisfaction chez ses clients. Sur Google My Business, l'entreprise compte 28 avis, pour un score moyen de 5/5. Les commentaires sont majoritairement positifs et soulignent l'honnêteté, la compétence et la disponibilité des conseillers. Un client a notamment déclaré : « Très recommandable. J'ai eu le plaisir de travailler avec Manish Patel pendant près de 10 ans, sans avoir jamais eu de problèmes, uniquement des compliments. Merci pour les suggestions d'investissement. »

Résumé

Aum Financial Solutions Inc. est une entreprise de conseil financier et planification basée à Wasaga Beach, en Ontario. Avec une équipe de spécialistes et des conseils financiers expérimentés, l'entreprise soutient les particuliers et les entreprises dans leurs projets financiers. Avec un score de satisfaction de 5/5 et 28 avis sur Google My Business, l'entreprise se distigue par l'honnêteté, la compétence et la disponibilité de ses conseillers.

Mots clés

Conseil financier
Planification financière
Wasaga Beach
Ontario
Entreprise de conseil
Score de satisfaction
Avantages
Services financiers

Il s'agit d'un contenu riche et pertinent pour toute personne cherchant des informations sur Aum Financial Solutions Inc. Les caractéristiques, services, informations supplémentaires et opinions clients sont bien présentées et mettent en valeur l'expertise de l'entreprise.

👍 Avis de Aum Financial Solutions Inc.

Aum Financial Solutions Inc. - Wasaga Beach, Ontario

manoj V.

5/5

Most trust worthy financial advisor and management with honest customer centric advise.
I am connected with Manish Patel for around 10 years, but do not have a single complain only have complements. Thanks for your investment suggestions.

Roger C.

5/5

I would strongly recommend and endorse Mr Manish Patel. He not only is a Financial Advisor with exceptional knowledge & experience in his field, but also a wonderful, kind hearted person who patiently listens to understand every family’s needs without judgment. His customer service is a blend of professionalism & “I’ve got your back “. We are one of multiple families in our Church who enjoy utilizing his services. Mr Manish has helped us with Life insurance, RRSP, RESP & FHSA. Looking forward to using his expertise for future investments.

Hiren P.

5/5

I've been in touch with Manish for over 5 years now. Over the years he not only helped me purchase my first home but also guided me with my financial planning, including RRSP, RESP, and life and health insurance requirements. Their ability to look at both real estate and long-term investment needs gave me confidence and peace of mind. I truly value his knowledge and dedication — highly recommend to anyone looking for a trusted advisor for both property and financial planning!

Manish G.

5/5

Manish Patel has been my financial advisor for more than 6 years
He is very knowledgeable and accessible and supportive.
He handles all my investment portfolio in line with my short and long term financial goal

Jay P.

5/5

Trust is everything when it comes to money, and I trust Manish completely. He is honest, responsive, and truly put their clients' interests first. I never feel rushed or pressured—he always takes time to explain everything thoroughly. Highly recommended for anyone seeking dependable financial advice.
I’ve been working with Manish Patel for over 15 years

harsh P.

5/5

I had the pleasure of working with Manish Patel for my financial planning needs, and I can confidently say that his expertise and personalized approach make him an exceptional financial advisor.

From the beginning, Manish took the time to understand my short- and long-term financial goals. He clearly explained the benefits and differences between RESPs (Registered Education Savings Plans), RRSPs (Registered Retirement Savings Plans), and TFSAs (Tax-Free Savings Accounts)—ensuring I made informed decisions tailored to my family’s needs.

What stood out most was Manish’s honesty, transparency, and commitment to his clients. He regularly checks in with updates and reviews our financial strategy to ensure everything stays on track.

I highly recommend Manish Patel to anyone seeking trusted financial planning services. His knowledge, integrity, and genuine care for his clients make a noticeable difference.

Pragnessh C. P.

5/5

Manish is great in everything he does. He's very knowledgeable and understands his clients' needs very well. He helped me with RESP for my kids, RRSP, life insurance and financial planning. I would highly recommend him for all of the services he provides.

Pankaj P.

5/5

Great experience with Manish Patel related my financial needs.
He is very knowledgeable and very helpful to achieve my goal.
I would highly recommend to get his services for higher financial returns.