Bobby Vu Financial Solutions - Victoria, British Columbia

Adresse: 225 Dundas St, Victoria, BC V9A 3J9, Canada.
Téléphone: 7782652622.
Site web: vufinancial.com.
Spécialités: Planificateur financier.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes.
Avis : Cette entreprise a 12 avis sur Google My Business.
Avis moyen: 5/5.

Emplacement de Bobby Vu Financial Solutions

Bobby Vu Financial Solutions est une entreprise spécialisée en planification financière, située à une adresse pratique, 225 Dundas St, Victoria, BC V9A 3J9, Canada. L'entreprise peut être contactée par téléphone au 7782652622 et dispose d'un site web informatif, vufinancial.com.

Les locaux de Bobby Vu Financial Solutions sont équipés pour accueillir des clients à mobilité réduite, avec un accès en fauteuil roulant, un parking et des toilettes adaptés. De plus, l'entreprise bénéficie d'une excellente réputation, avec 12 avis sur Google My Business et une note moyenne de 5/5, témoignant de la qualité de leurs services.

L'entreprise se distingue par sa spécialisation en planification financière, offrant des conseils personnalisés et complets pour aider les clients à atteindre leurs objectifs financiers. Que vous soyez à la recherche d'une planification de retraite, d'une gestion de patrimoine ou d'une planification successorale, Bobby Vu Financial Solutions dispose de l'expertise nécessaire pour vous accompagner dans vos démarches.

L'équipe de Bobby Vu Financial Solutions est réputée pour sa professionnalisme, son écoute et sa transparence, offrant des solutions financières adaptées aux besoins et objectifs de chaque client. Grâce à leur expertise et à leur approche personnalisée, l'entreprise a su se construire une solide réputation dans le secteur de la planification financière.

Si vous êtes à la recherche d'un planificateur financier compétent et à l'écoute, nous vous recommandons vivement de contacter Bobby Vu Financial Solutions. Leur équipe se fera un plaisir de répondre à vos questions et de vous accompagner dans vos démarches pour atteindre vos objectifs financiers. N'hésitez pas à les contacter via leur site web, vufinancial.com, pour plus d'informations ou pour prendre rendez-vous.

Avis de Bobby Vu Financial Solutions

Bobby Vu Financial Solutions - Victoria, British Columbia
Aylla Morgan
5/5

Bobby has been extremely helpful! I highly recommend his services. This guy knows what he’s doing!

Bobby Vu Financial Solutions - Victoria, British Columbia
Mark S
5/5

Bobby went above and beyond to help me and my partner get set up with our RDSPs. He knows I have trouble hearing so he ensured we met over Google Meet as they have better captions then Zoom. He was patient, supportive and answer all of our questions. You can hear the passion behind why he does what he does and he is incredibly knowledgable in this space. I can't recommend Bobby enough!

Bobby Vu Financial Solutions - Victoria, British Columbia
Katrina Di Raddo
5/5

Everything about Bobby and his service is great! I had some questions about my RDSP and he was able to help break down the information into answers that made sense and made me feel at ease. I have already recommended Bobby to my family and I won't hesitate to reach out to him in the future for myself as well. Thank you Bobby!

Bobby Vu Financial Solutions - Victoria, British Columbia
Luke Galati
5/5

Bobby was great to work with. He is caring, with a wealth of knowledge for maximizing financial planning. I highly recommend his services!

Bobby Vu Financial Solutions - Victoria, British Columbia
Denise Johnson
5/5

Bobby Vu has made the process of setting up my son's RDSP simple. He has been the most responsive professional I've ever had contact with. He responded almost immediately, even have a meeting on a Saturday to answer questions. I truly appreciate him and how much he has helped! He has made the RDSP set up an easy process for what I thought would be complicated and time consuming. Thank you Bobby!

Bobby Vu Financial Solutions - Victoria, British Columbia
Leo
5/5

Being a novice to financial planning and investments in general starting this journey has been quite intimidating. I stumbled across Bobby Vue financial solutions by way of YouTube and decided I'd reach out. I've been a client of a handful of Canada's biggest financial institutions for decades and the truth is I've never been treated with such diligence and patience as I've been by Bobby Vu Financial Solutions. Talk about making a great first impression, while speaking with Bobby this first time he was able to identify some potential errors that my Big financial institution who will remain nameless (cough "TD" cough) had made And never bothered to correct or notify me of, And I certainly wouldn't have caught it on my own. In my case this error being highlighted resulted in receiving some funds I had not realized we're available to me had my investments been handled probably in the first place by my bank.

Many thanks to Bobby Vu Financial Solutions.

Bobby Vu Financial Solutions - Victoria, British Columbia
Betsy Cheng
5/5

I have very little knowledge when it comes to finances and when I met Bobby, I instantly felt at ease. I didn't feel like he took advantage of the fact that I knew little to nothing at all. I had questions about the Disability Tax Credit (DTC) and how it would work and such. I think he can tell that I did not know much about the DTC let alone RDSP or how it can benefit me but Bobby broke it down for me so I was able to understand it.

I met Bobby through Facebook and even though I live in Ontario, to trust him completely when I am so far away is a huge risk for me. But through our messaging, he answered the simplest questions I had and gave me back a lot of knowledge about the DTC, RDSP and much more. Through Zoom, we were able to set up what I needed as well as a complete education as Bobby's knowledge and care for my best interest was always evident.

If you are looking for someone who wants what's best for you but most importantly, someone you can trust, I would go and see Bobby. You won't regret it.

Bobby Vu Financial Solutions - Victoria, British Columbia
Lynn Vu
5/5

I have been working with Bobby for quite some time now and have found his service to be excellent. He always has my best interest in mind and goes above and beyond to ensure that I am confident in my choices.

Bobby is very thorough and often provides me with additional information that I have not been aware of.

I am very happy with my services from Bobby and would absolutely recommend working with him!

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